Money Marketing events facilitate ongoing learning and provide great networking opportunities for the full spectrum of the intermediary market and providers.
Each year two strictly invitation only annual summits take place which are attended by the top advisers in the industry. These are complemented by several regional, topical ‘Invitationals’ for general IFAs in Scotland, Leeds, London, Bristol and Birmingham. Money Marketing and Fund Strategy also join forces to deliver several investment-focused seminars.
If you are interested in attending any of the Summits, Alliances, Invitationals or Updates please contact Louise Challis on email@example.com
If you are interested in sponsoring or attending the Money Marketing Awards please contact Nick Wakeham on 020 7943 8077 or firstname.lastname@example.org to receive a sponsorship brochure.
The Platforum D2C Conference
Retirement Planning Invitational
Date: Thursday 18th June 2015 Location: Old Billingsgate, London
The event for retirement planners who want an update on key areas. May 2015.
97% of delegates...
... rated the 2013 Retirement Planning Summit as Excellent or Good
100% of delegates...
... rated the 2013 Fund Strategy Investment Summit as Excellent or Good
Praise from previous delegates:
"A fantastic event superbly organised with great content and speakers"
"Interesting and useful presentations. Excellent sponsor materials, well organised and in a great setting"
"High valuable business event, full of useful content and enjoyable networking opportunities in a quality environment"
How to turn recent Budget tax changes into opportunities for appropriate financial planning advice and activity. Apr 2014.
T: 020 7970 4749
CHAIR - Emma Napier - Head of Adviser Relations at The Platforum, Nick Eatock, Ian McKenna, Andy Coleman, Alex Simpson
CHAIR - Sam Shaw - Journalist and presenter, Nick Ross - Principal Consultant at Huntswood, Nick Bamford - Executive Director at Informed Choice, Graham Bentley - MD at gbi2, James Robson - Independent Financial Planner at Plutus Wealth
CHAIR - Sam Shaw - Journalist and presenter, Andrew Shepherd - MD at Brooks Macdonald, Simon Collins - MD at RGP, Minesh Patel - MD at EAF Solutions, Dennis Hall - MD at Yellowtail
CHAIR – Rob Thickett – Editor, Mortgage Strategy James Chidgey – Senior Manager Group Intermediary Sales at Nationwide Robert Sinclair - Chief Executive at AMI Andy Frankish - New Homes Director at Mortgage Advice Bureau