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    Financial Advice Forum 2020

    15th September - 15th October 2020

    FTAdviser's Financial Advice Forum

    FTAdviser’s flagship event brings advisers together to hear from experts on the latest challenges faced by the industry and how these can be overcome - as well as the opportunities emerging for advisers. The unprecedented battle against COVID-19 could yet change the world of financial advice as we know it. Understanding what this new landscape might look like, and how you can adapt to and thrive within it, will be a key theme throughout the day. Additionally, advisers are offered a selection of sessions split into three separate streams – Pensions, Investments and Tax – where the latest industry developments will be explained and explored. Attendees can earn CPD and return to their roles equipped with the latest knowledge and ideas of how to assist their clients

    Sponsored by

    Headline Sponsor
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    Track Sponsor
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    Track Sponsor
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    Exhibition Sponsor
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    Panel Partner
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    Register Now

    Our Speakers

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    AR
    Alex Roy
    Head of Consumer Distribution Policy
    FCA
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    AP
    Andrew Pike
    Head of Intermediary Relationships
    NS&I
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    BB
    Ben Beadle
    Chief Executive
    National Residential Landlords Association
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    CT
    Claire Trott
    Head of Pension Strategy
    Technical Connection
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    DF
    Damian Fantato
    Digital Editor
    FT
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    DC
    Darren Cooke
    Financial Adviser
    Red Circle Financial Planning
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    DB
    David Brookes
    Tax Partner /Managing Partner - Reading Office
    BDO LLP
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    DM
    Dominic James Murray
    CEO & IFA
    Cameron James
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    FT
    Fiona Tait
    Technical Director
    Intelligent Pensions
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    GF
    Guy Foster
    Group Head of Research
    Brewin Dolphin
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    IJ
    Ima Jackson-Obot
    Deputy Features Editor
    FTAdviser and Financial Adviser
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    JO
    Jo Oliver
    Partner
    Octopus Ventures
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    JP
    John Porteous
    Group Head of Distribution
    Charles Stanley
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    KS
    Kanishk Swarup
    Partner
    St. James's Place Wealth Management
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    KS
    Kate Shaw
    Chartered Financial Planner
    Financial Life Planning Ltd
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    KR
    Keith Richards
    Chief Executive Officer
    Personal Finance Society
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    MV
    Molly Vaughan
    Group Head of Distribution
    Charles Stanley
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    NB
    Nick Bird
    Executive Business Development Manager
    Octopus Investments
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    PR
    Peter Rayney
    Deputy President
    Chartered Institute of Taxation
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    RB
    Rebecca Benneyworth
    Principal
    Rebecca Benneyworth & Co
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    RW
    Richard Whitehall
    Head of Portfolio Management
    Aegon
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    RH
    Robert Howard
    Compliance manager
    Charles Stanley
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    SL
    Sarah Lord
    Chief Client Officer
    Succession Wealth
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    SO
    Sean Osborne
    Head of Intermediary Sales
    Charles Stanley
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    SK
    Simoney Kyriakou
    Editor
    Financial Adviser
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    TW
    Tina Weeks
    Financial Life Planner
    Serenity Financial Planning
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    TB
    Toby Belson
    Director
    UN Principles for Responsible Investment

    Contact Us

    Sarah Fal

    Event Content Producer

    FT Specialist

    sarah.fal@ft.com

    Sofia Di Liberto

    Marketing Executive 

    FT Specialist 

    fta-events@ft.com

    Rachel Padhiar

    Commercial Director - FT Specialist Events 

    FT Specialist 

    rachel.padhiar@ft.com

    FTAdviser.com is dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues. The strength of FTAdviser.com comes from dedicated up-to-the-minute news articles and in-depth commentary written by the FTAdviser.com team, combined with the expertise of Financial Adviser magazine, whose content feeds directly into the site.

    FTAdviser.com is dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues.

    By registering to FTAdviser.com you will be able to view unlimited news articles, bank CPD and always be the first to know about industry news by receiving the FTAdviser daily news alerts.

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