FPC2026

Turn the Page

Set against the backdrop of a historic venue, the conference builds on the success of previous years to deliver an exceptional event for planners at every stage of their career, offering space to step back from the day-to-day and focus on the future of the profession.

As financial planning continues to evolve, FPC2026 is about turning the page. Turning the page on established thinking, embracing new perspectives, and shaping what comes next for planners and their clients.

Join us as we come together to learn, connect and help define the next chapter of financial planning at the De Vere Beaumont Estate.

Opening Ceremony

Opening Ceremony

Conference hosts welcome attendees to the CISI Financial Planning Conference 2025

Keynote Sessions

Keynote Sessions

Industry experts share insights on the latest financial planning strategies and models

Gala Dinner

Gala Dinner

Delegates network over dinner in an elegant setting with ambient lighting

Evening Reception

Evening Reception

Attendees connect in the stunning venue architecture during the welcome reception

Engaging Audience

Engaging Audience

Delegates enjoy thought-provoking presentations throughout the conference program

Secure Your Tickets

Tickets are more exclusive this year, so act quickly to secure your spot before they sell out.

Conference Only

  • Day passes for conference sessions on 8 & 9 October
  • Overnight accommodation is NOT provided with this package
Member £389 Book Now
Non-member £439 Book Now
Early Bird Ends 13 Feb

Conference, Awards Dinner & Accommodation

  • Day passes for conference sessions on 8 & 9 October
  • Awards dinner on the 8th October
  • Overnight accommodation at the De Vere Beaumont Estate on 8 October
Member £669 £559 Book Now
Non-member £799 £709 Book Now

Additional Night

  • Extend your stay with an additional night before or during the conference
  • Accommodation options available for 7th & 8th October
7th October £208 Reserve Now
8th October £208 Reserve Now

Awards Only Ticket

  • Ticket to the Financial Planning Awards
  • Includes a three course meal with wine
  • Dress code: Black tie
  • Time: 19:00 - 00:00
Member £129 Book Now
Non-member £149 Book Now

Location

De Vere Beaumont Estate

Burfield Road, Old Windsor, Windsor SL4 2JJ

3 miles from Royal Windsor

Minutes from M25

15 minutes from Heathrow

3 miles from Egham station

Fast connections available to London Waterloo and Reading from Egham station

Sponsorship Opportunities

2026

Sponsoring the CISI Financial Planning Conference puts your brand in front of hundreds of top financial planners across the UK. Your support helps bring valuable sessions, workshops, and networking to life.

DISCUSS SPONSORSHIP OPPORTUNITIES
Delegate Feedback

What People Say

What makes the CISI Financial Planning Conference special isn't just the excellent content, but the community it creates. The conversations outside the sessions — over lunch and in the evenings — where firms openly share challenges and ideas, and you're reminded that we're all in this together. With so many conferences competing for attention, this remains the one I won't miss.
Carly Dunningham, CFP MCSI Verso Wealth Management Limited
What excites me about FPC2026 is the opportunity to step back from the noise of day-to-day practice and properly reflect on where financial planning is heading. 'Turn the Page' feels like exactly the right theme for the profession right now, taking what we've learned, challenging established thinking, and focusing on how we continue to raise standards and deliver better outcomes for clients. Just as importantly, it brings together some of the very best financial planners in the room, all willing to openly share their ideas and experiences to help others on their own professional journey.
Andrew Elson, CFP™ Chartered FCSI (Financial Planning) Berry & Oak Limited
The CISI conference is one of the highlights of my year. I arrive looking forward to seeing old friends and meeting new ones, and I leave with new ideas and a different perspective.
Philippa Hann Paradigm Norton
2025 was my first FPC and it was absolutely outstanding, with fantastic presentations from our peers about how they tackle the same problems that we all face. Already 2026's FPC is shaping up to be even better, with some great forward-thinking topics and speakers. Definitely not one to miss if you're interested in the future of our wonderful profession.
Tom Brookes, CFP MCSI Arboretum Financial Planning

Please note that delegate details will be shared with conference sponsors. View full terms and conditions