87 FINANCIAL PLANNERS ALREADY REGISTERED 40+
top-level speakers
including:
FinPlan 2 09
Transitioning to new model planning
10th -12th March 2009, Le Meridien Piccadilly, London
Successfully growing your
recurring fee business without
suffering a drop in income
www.finplan2009.com
LEARN WHY FinPlan 2009 IS YOUR MUST ATTEND EVENT:
� A line up of over 30 leading financial planners will share their visions and experience on
how to grow a successful fee-based advisory business
� You will come away with a bullet proof strategy to lead your business to fee-based success
� FinPlan is the best opportunity in 2009 to network with over 140 financial advisers and
wealth managers, share your concerns and learn from the success stories of
fee-based pioneers
� Through industry case studies, keynote presentations and interactive discussions, you will learn
how to construct a solid business proposition focused on providing your clients with
quality advice
“All financial planners serious about providing quality
advice for their clients should attend FinPlan 2009“
Nick Cann, Chief Executive, Institute of Financial Planning
FinPlan 2009
Practical Day Adviser Rates:
12th March 2009
“Practical Steps to Building
Your Recurring Fees Business”
Principal Sponsors: Event Sponsors:
SPECIAL DISCOUNTED RATES FOR
REGISTERED FINANCIAL PLANNERS
AND WEALTH MANAGERS
Call us now on: +44 (0) 207 368 9465, visit: www.finplan2009.com or email: finplan@wbr.co.uk
to find out how FinPlan 2009 can help you grow your business and make top-class business contacts.
Limited discounted places are available.
Organised By:
Nick Cann, Chief Executive
Institute of Financial Planning
Antony Williams, Director
Evolve Financial Planning
Barry Horner, CEO
Paradigm Norton Financial Planning
Rebecca Driver, Director of Research and Chief Economist,
ABI
Andrew Fisher, CEO, Towry Law
Brett Davidson, Chief Executive
FP Advance
Julie Lord, Principal
Bluefin Wealth Management
Simon Gibson, Director
Atkinson Bolton Consulting
James King, Partner, Head of Private Client,
Price Bailey Private Client
Peter McGahan, CEO
Worldwide Financial Planning
Jane Wheeler, Principal
Direction Financial Planning
Nick Blake, National Sales Manager - Wrap
Standard Life
Dennis Hall, Managing Director
Yellowtail Financial Planning
Malcolm Murray, Head of Marketing, Transact
Ian Green, Director
Green Legal & Financial Consultancy
Peter Jordan, Head of Proposition Marketing Skandia
Stephen Tucker, Managing Director
The Fry Group
Lee Robertson, CEO
Investment Quorum
Alan Smith, Managing Director
Capital Asset Management
Stephen Willis, Principal
Piercefield Asset Management
David Moffat, Group Executive, IFDS
Speaker from AXA Distribution Services
Neil Shillito, Director
SG Wealth Management
Lisanne Mealing, Managing Director
MDM Associates
Lewis Jarrett, Partner
Lewis Jarrett & Co.
Justin Lowes, Managing Director
Lowes Wealth Management
Bruce Wilson, Managing Director
Helm Godfrey
Adam Young, Managing Director, Dragonfly
Andrew Perkins, Managing Director
IF Alliance
Anthony Harding, Managing Director
Anthony Harding & Partners
Ian Shipway, Director of Investments
Bluefin Wealth Management
Rebecca Taylor, Managing Director
Dunham Financial Services
Richard Bertin, Partner, Asquith & Partners
James Harvey, Director
James Harvey Associates
Piers Denne, Consultant, DV Consult
David Thomas, Marketing Director
SG Wealth Management
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