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MMI is aimed at practising financial advisers and heads of adviser businesses. See below for a list of the job titles that are welcome to attend:

  • Independent Financial Advisers
  • Financial Advisers
  • Financial Planners
  • Heads of Financial Planning
  • Investment Advisers
  • Heads of Investment
  • Business Principals
  • Heads of Insurance
  • Heads of Mortgage
  • Business Resource Managers
  • Compliance Managers
  • Heads of Operations
  • Heads of IT
  • Paraplanners

You or your firm need to be authorised by the FCA to provide advice and as such you will be asked to provide an FCA number as part of the registration process.



If you do not sit in the above criteria, please contact Robert Stiavelli on or +44 (0) 20 7970 4612 who will be able to assist.

If you are not eligible to attend as a delegate, sponsoring the event may be of interest to you and your organisation. Click here to find out more.

Please note: Money Marketing reserves the right to confirm or reject places at the event. This event can be included as part of your CII/Personal Finance Society CPD requirement should you consider it relevant to your professional development needs.