Sponsors

Fundment is the propulsive force making waves in adviser technology and service. Our simple account opening, transfers, investment management, digital drawdown, and custom indexing – to name a few – are taking portfolio management to a new level.

Flagstone is a fintech company based in London that is recreating how people grow their money. Since launching in 2015, Flagstone has expanded to become the UK’s largest cash savings platform by the number of banks and savings accounts on its panel. Today, Flagstone’s Assets under Administration stand at more than £11 billion, held on behalf of 600,000 individual, business, and charity customers. The company is a partner to over 5,000 advisers and is trusted by the UK’s leading wealth management firms.

Albemarle Street Partners are a team of experienced investment professionals who work closely with a limited number of financial advisers to build centralised investment propositions which deliver consistent client outcomes and enable you to plan for the future of your business. Our team came together after running larger wealth management companies to return to doing what we love, which is focusing on delivering exceptional investment outcomes for our clients. We are owned by Atlantic House Investments Limited, a fund management boutique, focused on delivering more predictable investment returns in a world of complex uncertainty.

Albemarle Street Partners: Workshop, lanyard and sli.do sponsor.

HSBC Life (UK) Limited is part of the HSBC Group, one of the world’s largest banking and financial services organisations. HSBC Group serve more than 40 million customers worldwide through a network that covers 64 countries and territories in its geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa. We aim to be present where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

HSBC Life (UK) Limited was founded in the UK in 1988 and offers insurance services to meet protection and investment management needs. Our services and solutions are available through HSBC banking channels and selected third parties, including financial advisers and aggregators.

SimplyBiz provides the very highest quality of comprehensive compliance and business support to 1000s of financial advisers across the UK. During our twenty-year history we have never lost sight of our primary purpose – to provide support and guidance to directly authorised firms in every area of their business. Every decision about our proposition and development over the past two decades has been made after asking ourselves one simple question; will this produce the best outcomes for the firms we serve and their clients? Our 500+ strong team understands advisers are central to everything we do, and our culture and ethos places the firms we serve firmly at the heart of SimplyBiz.

Our Mission: To connect, empower, and elevate business owners and professionals through unmatched resources.

We redefine the financial planning industry by providing essential tools, tailored workshops, and dynamic communities. Our offerings include:

• Essential Resources: Vital tools for your success.
• Tailored Workshops: Custom workshops for your business needs.
• Dynamic Communities: Engage in real-time conversations in our WhatsApp Groups.
• Monthly Roundtables: Discuss challenges and share best practices with peers.
• Monthly one-2-ones: Business coaching for success.

The Financial Planning Club is committed to helping professionals thrive, connect, and reach their full potential.

The Verve Group is a unique support services firm that helps financial advice firms to start, build and refine what they do and how they do it.

Established over 15 years ago with our industry-renowned brands - Para-Sols, Apricity Compliance, and The Art of Finance, the group has evolved to bring all the services within a single company, and is now an independent provider of the widest range of outsourced support services for financial advice firms.

Everything at The Verve Group is designed to make advisers life easier and we are rapidly scaling, with dozens of experienced professionals on hand to make paraplanning, compliance, admin, training and so much more an absolute doddle to advice firms across the UK.

When it comes to investing, we’re a little bit different.

As an independent, family and staff owned business, we understand the importance of a personalised approach.

For over 35 years, we have provided investment services through a trusted network of professional financial advisers. Our core portfolios aim to deliver inflation-linked returns, via bespoke, discretionary or MPS depending on your clients’ needs. We also offer an outstanding AIM portfolio service for inheritance tax planning.

Managing investments takes considerable time and expertise. By partnering with us, we can use our expertise to enable you to focus on your clients’ financial planning needs.

Future Financial Adviser is a community where young people can access career advice and learn about opportunities within the financial advice profession. If you are already in the profession, we can help you find the right roles and help you progress your career. We provide practical information on what a financial adviser does, what attributes you need to flourish in the role and how to get started. Most importantly, we can put you in touch with the people, organisations and businesses who can help you along the way, no matter what stage you are at.

Start learning. Start earning. Start a career.

We are LIBF – we’ve been equipping professionals with the skills and expertise they need for successful careers for over 140 years.

We offer flexible programmes and courses that meet the demands of the modern world – that you can study online, at your own pace. These include professional qualifications in regulated advice, as well as undergraduate and postgraduate degrees in a range of subjects.

NS&I offers a range of savings products with 100% security for all money invested – due to our backing by HM Treasury – even above the Financial Services Compensation Scheme limit. This provides peace of mind for both advice firms and their clients. Our most well-known product is Premium Bonds, but we also offer other savings products and ISAs.

NS&I is committed to supporting the financial advice industry in looking after the finances of many high value customers. Currently we have over 1 million customers with £50,000 or more invested, and over 13,000 have over £1 million invested with us. Many of these customers will have financial advisers.

NS&I: Associate and tote bag sponsor.

Expert communication for lasting client relationships

Taxbriefs has been working with advisers and financial services professionals as a specialist outsourced content provider for over 40 years. We can help you deliver topical, branded multi-platform content marketing to make the most of your communications – from monthly updates and quarterly client newsletters to information-rich guides and event-driven Budget and tax resources.

With a proven track record across major nationals and individual firms of producing a range of expert, well-designed content with a personal service. Taxbriefs is a reliable, flexible and value-added partnership for you, your business and your clients.

Established in 1996, Westerby Trustee Services Limited are specialist providers of trusteeship and administration services for both Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS). We offer the full range of investments including Commercial Property, Gold Bullion, Quoted and Unquoted shares as well as all other investments permitted within these vehicles by HMRC. Westerby administers c3,000 SIPPs and c170 SSAS schemes, with assets under administration over £1.04 billion. Westerby strive to provide a bespoke personal service to all of our clients, allowing them to select from all available retirement options which these two products provide.