Past Speakers

A list of our previous speakers is detailed here.

You can also review their testimonials here

Date Sponsor
Jun-19 KASL
May-19 Bread Street Ward Lord Mayor's Office
May-19 The Art of Connection
Mar-19 Jigsaw Tree
Feb-19 Quant Foundary
Jan-19 Vanguard
Dec-18 Magic Breakfast
Dec-18 Engage Insight
Nov-18
Sep-18 Bordier & Cie UK
Jun-18 CAP Dimensions
May-18 Portfolio Matrix
Apr-18 Chalk Line Tech
Mar-18 CASS Business School
Feb-18 Benchmark Capital
Jan-18 IRG Global
Dec-17 IHCS
Nov-17 Stay Private
Oct-17 Orbis Investments
Sep-17 Storyteller
Sep-17 Yardstick Agency
Jun-17 O3 Insurance
Jun-17 Tenfold Media
May-17 Bordier UK
Apr-17 David Mellor Mentoring
Apr-17 FCA
Mar-17 Alliance Bernstein
Mar-17 Barclays
Feb-17 Training and Consultancy Ltd
Feb-17 Clarke Willmott
Jan-17 Charles Stanley
Dec-16 Solidus
Nov-16 Canaccord Genuity Wealth Management
Oct-16 Dynamic Planner
Oct-16 The Lang Cat
Sep-16 Aviva Retirement Solutions
Jul-16 APFA
Jul-16 O3 Insurance
Jun-16 Downing
May-16 7iM
Apr-16 Savings Champion
Mar-16 Stellar Asset Management
Feb-16 Worthstone
Jan-16 oneegroup
Dec-15 Technical Connection
Dec-15 Compliance & Training
Nov-15 Vanguard Asset Management Ltd
Oct-15 Iress Xplan
Aug-15 APFA
Jun-15 Thomas International
May-15 Cooper Day
Apr-15 Vitality Life
Mar-15 Clients First
Feb-15 Vitality
Feb-15 AKG Actuaries
Jan-15 Prudential
Jan-15 FE Analytics
...

An altruistic group of financial planning and wealth management company owners and business influencers who exchange ideas, knowledge and experience in the pursuit of professional excellence and better client outcomes.