Speakers

The conference will feature insightful contributions from our expert speakers within and outside the advice profession. Join us to hear them discuss and debate the most topical issues and find answers to the biggest challenges.

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Simon Aucott
founder
Founder Fox Whittle (sold to Bank House Financial Planning)
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Richard Bradley
research director
Platforum
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Lewis Byford
co-founder
The Financial Planning Club/Anthony George
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soon
Adam Carolan
CEO
NextGen Planners
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soon
Clémence Chatelin
ESG integration manager
CCLA Investment Management
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Peter Ditchburn
managing partner, divemaster
Deep Dive Financial Planning
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Ed Dymott
chief executive officer
Benchmark Capital
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soon
Sebastian Elwell
director
SwitchFoot Wealth Limited
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soon
Diana French
retail strategy director
Triple Point
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Tom Ham
CEO
Calton
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soon
Amelia Hamilton
head of community
NextGen Planners
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Ruth Handcock
ceo
Octopus Money
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Dan Haylett
financial planner
TFP Financial Planning
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soon
Gillian Hepburn
commercial director
Benchmark Capital
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Claire Jones
head of strategic relationships and new business
Flagstone Group
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Ian McKenna
Founder & Director
Financial Technology Research Centre (FTRC)
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Abraham Okusanya
founder/ceo
Timeline
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Hayley Rabbets
head of the Verve Foundation
Verve Foundation
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Roderic Rennison
partner
Catalyst Partners
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Amyr Rocha Lima
managing director
Strategic Wealth Partners
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Simon Roughsedge
director and chartered financial planner
Clarus Wealth
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Rob Schwarz
founder & financial planner
FinovaMoney
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Tom Selby
director of public policy
AJ Bell
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Jack Shellman
chief project officer
Global Returns Projects
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Duncan Sherlock
principal partner
Foster Denovo
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soon
Rohan Sivajoti
Co-Founder
NextGen Planners
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soon
Helena Wardle
CEO
Money Means
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Nick Watt
journalist & broadcaster
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Tony Wickenden
founder & MD
Technical Connection
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Joseph Williams
co-founder & ceo
zerokey
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Fabrizio Zumbo, MBA
Senior Specialist, Advisory Research Centre
Vanguard
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Money Marketing team

Tom Browne
editor
Money Marketing
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Daniel Cooper
news editor
Money Marketing
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Kimberley Dondo
digital content manager
Money Marketing
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Lois Vallely
chief reporter
Money Marketing
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