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MM Events

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 louise.challis@centaur.co.uk

If you are interested in sponsoring any of the Summits, Alliances, Invitationals or Updates please contact Rory Wilson on rory.wilson@centaur.co.uk or Kim Harris on kim.harris@centaur.co.uk

If you are interested in sponsoring or attending the Money Marketing Awards please contact Nick Wakeham on 020 7943 8077 or nick.wakeham@centaur.co.uk to receive a sponsorship brochure.


Events Calendar

Feedback

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"


Latest News

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Tax Planning Update - Apr 2014

14 October 2013

How to turn recent Budget tax changes into opportunities for appropriate financial planning advice and activity. Apr 2014.

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Contact Us

Louise Challis
T: 020 7970 4749
E: louise.challis@centaur.co.uk

Videos

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The death of technophobe advisers? Using technology to profit post-RDR video

30 September 2013

CHAIR - Emma Napier - Head of Adviser Relations at The Platforum, Nick Eatock, Ian McKenna, Andy Coleman, Alex Simpson

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Regulation, regulation, regulation video

30 September 2013

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

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The investment and business risks to consider with outsourcing investments video

30 September 2013

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

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The New Build market and Help to Buy – bright prospects ahead video

12 September 2013

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

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