The Adviser & Charity Opportunity
18 MAY | STRETTON
18 MAY | STRETTON
We hosted an event on 18 May in Stretton, offering the chance to hear from the CEOs and Founders of Charity Intelligence, NextGen Planners and Fintegrate about the future of financial advice. Our speakers discussed client reporting trends and why the charity sector is often overlooked by financial advisers.
DATE AND LOCATION
18 MAY | STRETTON
The Park Royal Hotel
Stretton
WA4 4NS
Register
AGENDA & SPEAKERS
10am - 12:30pm including lunch
The charity opportunity
Phil Berry, Sarasin & Partners and Lynn Pates, CEO of Charity Intelligence
Phil & Lynn will be speaking about the often overlooked opportunity in the charity sector for financial advisers, and what charity investors tend to look for when investing.
Leading the future of financial planning
Adam Carolan, Co-Founder of NextGen Planners
Adam will share the results of their latest benchmarking analysis of the financial planning sector, focusing on the trends and challenges facing the industry.
Streamline your suitability with technology
Lee Parkinson, CEO of Fintegrate
Lee will be looking at how advisers can improve both accuracy and efficiency in their client reporting and suitability reports.