20 Aldermanbury, London EC2V 7HY

Tel: +44 (0)20 8530 0852

2018 Financial Planning Symposiums

Bolton: 14/11
London: 22-23/11​

© 2018 The Personal Finance Society

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london

22-23/11 intercontinental-the 02 London 

Day TWo

Registration and chance to visit the Exhibition. Breakfast session from Aviva - 'Digital Advances'
 

08:00

Registration

Welcome to the 2018 Financial Planning Symposiums
 

09:30

Justin Urquart Stewart

The investment adviser’s highest value proposition

09:40

Abraham Okunsanya

Supercharge your client journey and take it from woe to woww!
 

10:10

Michelle Hoskin

The force of technology and how it’s shaping the future of advice delivery

10:40

Abbie Knight

Coffee break and chance to visit the Exhibition

11:10

Break

The new way to succession

11:40

Chris Budd

Your client needs and Cyber Advice - Science Fact or Fiction

12:10

Chris Davies

Lunch and a chance to visit the Exhibition

12:40

Lunch

Say Hello, Wave Goodbye

13:40

Mark Polson

Now, witness the power of the fully operational cash-flow plan

14:10

Rory Percival

Details available shortly

14:40

Helen Sharman

Justin Urquhart Stewart.jpg

Summary and Symposium Close
 

15:25

Justin Urquart Stewart