FinPlan 2009
Transitioning to new model planning
| Mark Your Calendar |
FinPlan 2009 is a progressive event, a truly comprehensive conference that will give access to a wide array of tools that will help you to successfully embrace a new way of working. Shape your thinking and see exactly how you can learn from market larders the techniques to:
- Transition your business to a more sustainable business model and increase long term profitability (without going broke in the process)
- Add more value to your customers and guarantee their loyalty long term?
- Reduce administrative burden
- Choose and agreeing customer remuneration
- Ensure you have the right systems and control in place to ensure your business is as risk managed as possible
Hear from FinPlan 2009’s renowned speakers (subject to programme review):
- Nick Cann, CEO, Institute of Financial Planning
- Peter McGahan, Managing Director, Worldwide Financial Planning
- Andrew Fisher, CEO, Towry Law
- Julie Lord, Principal, Cavendish Financial Management
- Neil Shillito, Executive Director, SG Wealth Management Ltd
- Ian Shipway, Director of Investments, Thinc Group
- Barry Horner, CEO, Paradigm Norton Financial Planning
- Stephen Willis, Principal, Piercefield Asset Management
- James King, Head of Private Clients, Price Bailey Private Client
- Lee Robertson, CEO, Investment Qvorvm
- David Crozier, Managing Director, Navigator Financial Planning
- Alan Smith, Managing Director, Capital Asset Management
- Rebecca Taylor, Director, Dunham Financial Services
- Jane Wheeler, Principal, Direction Financial Planning
- Saran Allott-Davey, Senior Planner, Heron House Financial Management
- Dennis Hall, Founder, Yellowtail Financial Planning
Speaking and Sponsorship Opportunities
If you are interested in speaking at FinPlan 2009 or to learn more about sponsorship opportunities, please contact
Simon Bloom
+44 (0) 20 7368 9499
simon.bloom@wbr.co.uk






