What we got up to...

Our 2021 summit and awards was designed to be a meeting of minds – full to the brim of creative thinking and inspiring thought-leadership.

The day.

The aim of the day was to build a community of financial services professionals, breaking down the usual boundaries; whether you work in an advice firm, provider or supplier to the industry, as long as you were keen to collaborate and innovate then you were welcome to join the conversation!

With a mix of engaging and motivational keynote speakers, interactive workshop sessions, and an innovation showcase, we embraced our theme of inclusivity to build a profession that works for everyone.

Missed out in 2021? Catch up by watching the video!

Our 2021 keynote speaker.

Steven Bartlett, the 28-year-old founder of the social media marketing agency, Social Chain and the latest Dragon, joined us for a fireside chat with our Director, Cathi Harrison, where he brought some controversial and thought-provoking comments to the table about not needing a financial adviser.

This was exactly the kind of disruptive and challenging conversations we welcomed and the impact in the room was palpable!