Tuesday 15 – Wednesday 16 October Emirates Old Trafford Cricket Ground,Talbot Rd, Manchester M16 0PX
Conference only
Day passes for conference sessions on 15 & 16 October
Overnight accommodation is NOT provided with this package
Conference and awards dinner
Awards dinner on 15 October
Conference, awards dinner and accommodation
Overnight accommodation at the Hilton Garden Inn (on-site) on 15 October
Charity golf day
18 holes and lunch at Reddish Vale Golf Club on 14 October
Three-course dinner and wine on 14 October
Overnight accommodation is NOT provided but can be booked separately
Conference sessions and awards dinner not included
We offer bulk booking discounts (6 tickets for the price of 5), a double occupancy accommodation discount (£50pp), dinner-only tickets (£140pp) and the option to add accommodation for the night of 14 October (£155-165 per room). To enquire and book, please contact events@cisi.org.
Optional pre-conference activities
Charity golf day at Reddish Vale
Evening dinner and drinks
Up to 4 hours CPD
Integrity debate (ethics CPD)
Philanthropy in financial planning
Microsoft vs Mac tech stack and silent tech demos
Advanced will and IHT planning
Gala dinner presenting The Financial Planning Awards
Deep dive into discovery and annual planning meetings
Understanding client needs and working with clients through divorce
NHS pension planning
Framing and documenting verbal advice
Application and practicalities of AI
Nick Murray will be joining us via live video link to share his wisdom. Nick has been a financial services professional for more than 50 years and is among the industry’s most respected writers and speakers. He has written a number of books for financial advisors, the latest of which is ‘Nick Murray’s Scripts: What to Say and How to Say It’. His book for investors, ‘Simple Wealth, Inevitable Wealth’, has sold well over a quarter of a million copies.
We are pleased to announce that Professor Steve Peters, our highest rated speaker last year, has agreed to return to share more wisdom on managing your inner chimp. Steve has written four books including the bestselling self-help book of all time in the UK, 'The Chimp Paradox'. He is the CEO of Chimp Management and has been a consultant psychiatrist to over 20 Olympic and national sporting teams including Liverpool FC, British Cycling, GB Taekwondo, England Rugby and England Football.
Blair Anderson
Regional Director, Practice Management & Vice President Dimensional
Rhiannon Baxter
Director & Principle Consultant, We Are Brave
Oliver Bourke CFP™ MCSI
Managing Director, Mercury Wealth Management
Tamsin Caine
Director of Financial Planning, Smart Financial
Sara Hickman
Fraser Jack
Founder, The Cyber Collective
Harbi Jama
Head of Development The London Community Foundation
Jason Lurie CFP™ Chartered FCSI (Financial Planning)
Chartered Wealth Manager, Holland Hahn & Wills
Nick Moxon
Senior Partner, Higgs & Sons
Lucy Obrey
Partner and Head of Private Client, Higgs & Sons
Laura Perkins
Director of Development and Communication, The London Community Foundation
Joanne Radcliff
Partner, Hill Dickson
John Reynolds CFP™ Chartered FCSI (Financial Planning)
Director, Expert Pensions Consulting
Dr Jo Salter MBE
Director, Global Transformative Leadership for PWC
Mike Waldron
Consultant and Facilitator
More speakers will be announced shortly. As always, the programme is being designed by planners, for planners.
The Financial Planning Awards 2024 are now open for entries, and we are looking for the best and brightest in the profession. Winners will be announced on 15 October
Emirates Old Trafford is an award-winning and sustainable venue with free parking and great transport links overlooking the famous Lancashire cricket pitch. We highly recommend traveling via train. There is a tram directly from Manchester Piccadilly Station to the cricket ground. Consider lift sharing and the environment when planning your journey.
Both the conference and the dinner will take place at Emirates Old Trafford. We have also secured a number of rooms at the on-site 4* Hilton Garden Inn hotel, which will be allocated on a first come first served basis.