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Register your interest - 2025
Meet our 2024 speakers
Closing keynote
Ed Balls
British broadcaster, writer, economist and former politician
Detail
Ed
Balls
PA360 Speakers
Alison Welsh
Co-Founder & Managing Director
Tweed Wealth Management
Detail
Alison
Welsh
Tweed Wealth Management
Amyr Rocha Lima
Managing Director & Chartered Financial Planner
Strategic Wealth Partners
Detail
Amyr
Rocha Lima
Strategic Wealth Partners
Anastasia Georgiou
Head of Adviser Solutions
Morningstar
Detail
Anastasia
Georgiou
Morningstar
Andrew Storey
Group Innovation Director
EV
Detail
Andrew
Storey
EV
Ben Lester
Head of UK Wealth Distribution
Morningstar Wealth
Detail
Ben
Lester
Morningstar Wealth
Cameron Roberts
Editor
COVER
Detail
Cameron
Roberts
COVER
Chris Davies
Founder and CEO
Model Office
Detail
Chris
Davies
Model Office
Dan Russell
Managing Director
Fintel
Detail
Dan
Russell
Fintel
Dan Brocklebank
Head of Orbis UK
Orbis Investments
Detail
Dan
Brocklebank
Orbis Investments
Daniel Williams
Independent Financial Adviser
Morgan Williams & Co.
Detail
Daniel
Williams
Morgan Williams & Co.
Darsh Williams
Strategic Partnerships Director
Legal & General
Detail
Darsh
Williams
Legal & General
David Jones
Head of UK & Ireland Advisor Group and Vice President
Dimensional Fund Advisors
Detail
David
Jones
Dimensional Fund Advisors
Emma Napier
Consulting Director
NextWealth
Detail
Emma
Napier
NextWealth
Emma Thomson
Head of Protection Development
Sesame Bankhall Group
Detail
Emma
Thomson
Sesame Bankhall Group
Filippo Madonia
Investment Director
Quilter
Detail
Filippo
Madonia
Quilter
Gillian Hepburn
Commercial Director
Benchmark Capital
Detail
Gillian
Hepburn
Benchmark Capital
Hope Coumbe
Editor
Professional Adviser
Detail
Hope
Coumbe
Professional Adviser
Ian McKenna
CEO and Founder
Financial Technology Research Centre
Detail
Ian
McKenna
Financial Technology Research Centre
Isabel Baxter
Senior Reporter
Professional Adviser
Detail
Isabel
Baxter
Professional Adviser
Jenna Brown
Deputy Editor
Professional Adviser
Detail
Jenna
Brown
Professional Adviser
Jiten Varsani
Mortgage & Protection Adviser
London Money Financial Services Limited
Detail
Jiten
Varsani
London Money Financial Services Limited
John Roe
Head of Multi-Asset Funds
LGIM
Detail
John
Roe
LGIM
John Milliken
Chief Executive Officer
defaqto
Detail
John
Milliken
defaqto
Joseph Williams
Co-founder
ZeroKey
Detail
Joseph
Williams
ZeroKey
Justin Corliss
Senior Intermediary Development and Technical Manager
Royal London
Detail
Justin
Corliss
Royal London
Kathryn Kendall
Partner & Chief People Officer
Saltus
Detail
Kathryn
Kendall
Saltus
Katrina Lloyd
Editor-in-Chief
Investment Week, Professional Adviser, and COVER
Detail
Katrina
Lloyd
Investment Week, Professional Adviser, and COVER
Lewis Byford
Founder
Antony George
Detail
Lewis
Byford
Antony George
Marcia Banner
Senior Trust and Tax Consultant
Technical Connection on behalf of HSBC Life
Detail
Marcia
Banner
Technical Connection on behalf of HSBC Life
Mark Polson
Chief Executive and Founder
the lang cat
Detail
Mark
Polson
the lang cat
Martin Lines
Development and Events Director
Just
Detail
Martin
Lines
Just
Mike Farrell
Protection Sales & Marketing Director
LV=
Detail
Mike
Farrell
LV=
Olly Jacobs
Key Partnerships Manager
Octopus Investments
Detail
Olly
Jacobs
Octopus Investments
Phil Bray
Founder and Director
The Yardstick Agency
Detail
Phil
Bray
The Yardstick Agency
Rob Clarry
Investment Strategist
Evelyn Partners
Detail
Rob
Clarry
Evelyn Partners
Rohan Sivajoti
Director & Head of Partnerships
NextGen Planners
Detail
Rohan
Sivajoti
NextGen Planners
Sahar Nazir
News Editor
Professional Adviser
Detail
Sahar
Nazir
Professional Adviser
Sarah Bateman
Head of Data & Ai - Principal Consultant
Altus Consulting
Detail
Sarah
Bateman
Altus Consulting
Simon Housden
Sales & Marketing Director and Partner
TIME Investments
Detail
Simon
Housden
TIME Investments
Tracy Vegro OBE
Chief Executive
CISI
Detail
Tracy
Vegro OBE
CISI