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A unique forum that provides the opportunity to share ideas and vision between suppliers & delegates.

Henry Shires
Rensburg Sheppard Plc

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More Richmond Events
The Finance Directors' Forum
14 - 17 October 2009
Southampton

PIMS International
12 - 14 November 2009
Interlaken

PIMS at Savoy Place
19th November 2009
London

The Finance Directors' Forum at Savoy Place
9th June 2010
London

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What do 400 of the UK's leading financial intermediaries and product providers have in common? 

They will all be on board Arcadia generating new business, renewing friendships and addressing the current issues affecting us today.

If you are a senior financial intermediary:

Join us and we'll give you a world class conference programme, amazing networking opportunities and access to product and service providers who can deliver your clients outstanding investment opportunity!

Read more about the conference sessions or why you should attend.

If you provide investment products and services:

Gain access to 235 senior financial intermediaries through pre-scheduled one to one meetings and unrivalled networking opportunities.

We'll put you in front of senior buyers in a professional business environment. For many companies it is the most cost effective route to new business.

Find out who's attending or why you should attend.



 

Confirmed Speakers
Economic Update
Dennis Turner, Chief Economist, HSBC

The future of financial planning: trends in the industry - past, present and future
George Kinder, Founder, Kinder Institute of Life Planning

Financial life planning: the new methodologies of client service delivery
George Kinder, Founder, Kinder Institute of Life Planning

Alternatives in a Recession
Stuart Podmore, Vice President, JPMorgan Asset Management Academy

Behavioural finance and the psychology of advising
Stuart Podmore, Vice President, JPMorgan Asset Management Academy

The future staffing of industry: ensuring the entry of new talent
Chairman: Justin Urquhart Stewart, Marketing Director, Seven Investment Management

Resetting client expectations & the client service proposition
Chairman: Justin Urquhart Stewart, Marketing Director, Seven Investment Management

Why and how to charge fees
David Wingar, Managing Partner, Future Asset Management LLP

The future landscape of the IFA business model
Scott Soper, Senior Manager, Fnancial Services Group, Grant Thornton UK LLP

Justifying your choice of asset allocation & exercising due diligence
Phil Lindsay, Sales & Marketing Director, Old Broad Street Research

Ten Top IHT and Estate Planning Ideas
Danby Bloch, Chairman, City IFAs Helm Godfrey and Taxbriefs Financial Publishing

The future’s not ours to see…
Quiz Master: Justin Urquhart Stewart, Marketing Director, Seven Investment Management