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