Tuesday 15 – Wednesday 16 October Emirates Old Trafford Cricket Ground,Talbot Rd, Manchester M16 0PX
Day pass - 15 October
Day passes for conference sessions on 15 October
Awards dinner
Overnight accommodation is NOT provided with this package
Day pass - 16 October
Day passes for conference sessions on 16 October
2-Day pass
Day passes for conference sessions on 15 & 16 October
Golf day - 14 October
Awards dinner - 15 October
Accommodation - 14 and/or 15 October
We are operating a waitlist for on-site hotel rooms. Please email events@cisi.org to enquire.
Optional pre-conference activities
Charity golf day at Reddish Vale
Evening dinner and drinks
Up to 4 hours CPD
Integrity debate (ethics CPD)
Philanthropy in financial planning
Microsoft vs Mac tech stack and silent tech demos
Advanced will and IHT planning
Gala dinner presenting The Financial Planning Awards*Event dress code: Lounge suits and dress to impress.
Deep dive into discovery and annual planning meetings
Understanding client needs and working with clients through divorce
NHS pension planning
Framing and documenting verbal advice
Application and practicalities of AI
Nick Murray will be joining us via live video link to share his wisdom. Nick has been a financial services professional for more than 50 years and is among the industry’s most respected writers and speakers. He has written a number of books for financial advisors, the latest of which is ‘Nick Murray’s Scripts: What to Say and How to Say It’. His book for investors, ‘Simple Wealth, Inevitable Wealth’, has sold well over a quarter of a million copies.
We are pleased to announce that Professor Steve Peters, our highest rated speaker last year, has agreed to return to share more wisdom on managing your inner chimp. Steve has written four books including the bestselling self-help book of all time in the UK, 'The Chimp Paradox'. He is the CEO of Chimp Management and has been a consultant psychiatrist to over 20 Olympic and national sporting teams including Liverpool FC, British Cycling, GB Taekwondo, England Rugby and England Football.
Rhiannon Baxter
Director & Principle Consultant, We Are Brave
Oliver Bourke CFP™ MCSI
Managing Director, Mercury Wealth Management
Tamsin Caine
Director of Financial Planning, Smart Financial
Simonne Gnessen
Founder, Wise Monkey Financial Coaching
Julie Greenwood
Head of Adviser Distribution, Octopus Money
Sara Hickman
Fraser Jack
Founder, The Cyber Collective
Harbi Jama
Director of Development and Communications, The London Community Foundation
Amal Jolly
Co-founder, Saturn
David Jones
Head of UK and Ireland Advisor Group & Vice President, Dimensional
Jason Lurie CFP™ Chartered FCSI (Financial Planning)
Chartered Wealth Manager, Holland Hahn & Wills
Nick Moxon
Senior Partner, Higgs & Sons
Lucy Obrey
Partner and Head of Private Client, Higgs & Sons
Graeme Price
Founder Trustee, Together Charitable Foundation
Joanne Radcliff
Partner, Hill Dickson
John Reynolds CFP™ Chartered FCSI (Financial Planning)
Director, Expert Pensions Consulting
Samantha Russell
Chief Evangelist, FMG Suite
Dr Jo Salter MBE
First female jet pilot to fly the Panavia Tornado
Rohit Vaish
Co-founder,Saturn
Mike Waldron
Consultant and Facilitator
More speakers will be announced shortly. As always, the programme is being designed by planners, for planners.
Emirates Old Trafford is an award-winning and sustainable venue with free parking and great transport links overlooking the famous Lancashire cricket pitch. We highly recommend traveling via train. There is a tram directly from Manchester Piccadilly Station to the cricket ground. Consider lift sharing and the environment when planning your journey.
Both the conference and the dinner will take place at Emirates Old Trafford. We have also secured a number of rooms at the on-site 4* Hilton Garden Inn hotel, which will be allocated on a first come first served basis.