Adviser 3.0

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2023's unmissable event for Financial Advisers!

18 MAY 2023 @ 133 Houndsditch, London, EC3A 7DB.

Dress code: Business Casual

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21+

Quality Speakers

400+

Attendees

100%

Insightful fun

Exceptional Speakers

K-Bradey-06

Baroness Brady of Knightsbridge CBE

Vice chairman of West Ham United, a Peer in the House of Lords and Lord Sugar's adviser on The Apprentice.
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Seth Godin

Seth is a world-class speaker, teacher, and a best selling author and will be appearing at Adviser 3.0 via satellite.

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Robin Wigglesworth

Editor, Financial Times Alphaville and author of Trillions.
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Abraham Okusanya

Founder & CEO

Timeline

S-Hagerty

Sean Hagerty

Managing Director

Vanguard Europe

O-Abdul-05

Ola Abdul

CEO

Fundment

Breakout Sessions

Insightful Panels and Debates

Growth-Strategies-07

Growth Strategies for Ambitious Financial Planning Firms

Are you an ambitious financial planning firm owner/manager with an aspiration to exceed £5m in revenue over the next 5 years?
 
Gaynor Rigby, Tim Horrocks and Alan Smith join Hugo White to share their personal experience on what it takes to drive ambitious growth within a financial planning business. From managing your own mental health to setting a clear vision that inspires your team and keeping your service standards high. You'll gain invaluable insights that you need to take your business to the next level!
Find out more
Million-Pound-Solo-Practice-01

Million Pound Solo Practice

What does it take to build a million pound solo practice and a life you love? Is it even possible?

Kate Phillips will be joined by two wildly successful financial planners, Paul Cleworth and Warren Shute, who themselves are walking the walk by creating bigger, better futures for their teams and clients. From client acquisition to marketing and team building, they will let you in on their playbook for creating a million pound solo practice. 
 
The session will provide meaningful discussion and interactive Q&A to fuel your growth with ideas and practical tips. 

 

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ESG-Investing-09

Does ESG Investing Move the Needle in the Real World?

Financial advisers and investors are increasingly interested in incorporating ESG considerations into their investment strategies. However, the actual impact of ESG investing on the real world is still a subject of debate. 

This panel, led by Nicki Hinton-Jones, will provide insights and practical knowledge to help navigate the ever-growing number of ESG funds and services available to UK investors.

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Succession-Strategy-03

Succession Strategy - Navigating the transaction and the transition

Mike Parker is joined by Gretchen Betts, Rob Stevenson and Victoria Hicks to debate the options available to Practice Owners when the time comes to handover the baton.

From private equity backed consolidators looking to buy your business to a management buy-out or an internal succession, this panel will look at areas like funding the change in ownership, Employee Ownership Trusts, and what you can do if you don't want to sell at all?
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The Future of Platforms - A fireside chat

Join Bella and David for an open and hard-hitting conversation on The Future of Platforms. 20 minutes of powerful, through-provoking discussion on what's next for platforms, on the main stage at Adviser 3.0.

 
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Don't miss out!

Get your tickets to what is probably the best adviser event of 2023!

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Tech Talks & TED Talks

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Thomas Hogg
Product Lead
Breaking through the bullsh*t with tech that works
The fields are strewn with broken promises and lofty ambitions for financial advice technology. Having struggled with integrations ourselves, we have found that it is often easier to build our own tech than it is to rely on third parties. Find out what we are building and how it breaks through the bullsh*t to be truly transformative for your business and your clients.
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David Ferguson
CEO
Platform 3.0… It’s the end of the (platform) world as we know it

Control closer to clients, truly digital tech and much lower costs. Why the jump from platform 2.0 to platform 3.0 is mightily more significant than the shift from fund supermarkets to wrap platforms. And why most of the 2.0 group will go to zero…

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Chris Davies MSc.
Founder and CEO
The future of compliance
This session with demonstrate Model Office RegTech capabilities in automating compliance diagnostic, gap-analysis and audit report activities across issues such as the Consumer Duty and providing quality MI and data analytics to evidence compliance and reduce compliance costs and time.
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Andrew Smith
Chief Digital Officer
The value of incumbent platforms and why they continue to be relevant for advisers?

What value do incumbent platforms offer and why will they continue to be relevant for advisers? What is the Nucleus strategy? Why are APIs so important? How best to connect the advice ecosystem? What is the value of scale and efficiency in the modern advice landscape?

Tech-Talk-Vanguard-05
Mark Fitzgerald
Head of Product Specialism
The ESG Data Conundrum

Building investment solutions that aim to satisfy a broad spectrum of investors' ESG preferences whilst also providing the best chance for investment success is not straightforward.  Mark will highlight some of the challenges that his team have to work through when designing ESG investment products, and the principals that Vanguard have used to construct their product range.

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Tom Dunbar
Chief Development Officer
Transact's technology strategy and what it means for advisers

Tom will discuss the myths around Transact technology and talk about Transact's digitalisation and API strategies, progress and future plans. And most importantly, how Transact will continue to make financial planning easier for advisers and reduce risk and cost their business.

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Kirsty du Toit CFP
Director of Financial Planning UK
A Financial Picture is worth a 1000 Decisions
Take a look at what gets clients' wheels spinning, together with the role Asset Map plays in enabling it. Find out how to improve advice engagement and help clients relate to your value and take ownership of the decisions needed to move them forward.
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Andrew Tiley
Chief Product Officer
Innovate or Stagnate

Innovation is much talked about in the Financial Services sector, and increasingly so when it comes to Platforms, but it requires more than frenzied activity to be innovative. Join Andrew as he discusses how Fundment approaches innovation and product development. There could be an opportunity to showcase something new! 

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Timeline's events are always fun, informative and insightful, making you really stop and think. You can't beat their energy and dynamism in delivery and their creative approach to education and collaboration with the financial planning community.
Karen Ritchie
Karen Ritchie
MD, Riseden Penn Financial Planning
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Timeline's events never disappoint. Always punchy, always entertaining and always insightful. They are fearless in their pursuit of financial planning and investment solutions that best serve our clients. I can't wait to hear what comes out of this conference.
Ian King
Ian King
Director, CFPCM Professional & Chartered Financial Planner

Industry experts

P-Cleworth-07

Paul Cleworth DipPFS

Managing Director

Tandem

Kate-N-09

Kate Phillips

Business Development Manager

Timeline

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Warren Shute MSc. CFP

Chartered Wealth Manager

Lexington

N-Hinton-Jones

Nicki Hinton-Jones CFA

Chief Investment Officer

Timeline

D-Ferguson-13

David Ferguson

CEO

Seccl

Gretchen Betts

Gretchen Betts

Financial Planner

Magenta Financial Planning

 

Rob Stevenson

Rob Stevenson

Director

Kingmakers

Victoria Hicks

Victoria Hicks

MD

The Exit Partnership

Tim Horrocks RockWealth

Tim Horrocks FPFS

Managing Partner

RockWealth

G-Rigby

Gaynor Rigby

Consultant & NED

Gaynor Rigby Consulting

A-Smith (1)

Alan Smith

CEO

Capital Asset Management

Bella Caridade-Ferreira-19

Bella Caridade-Ferreira

CEO

Fundscape

C-Chatelin

Clémence Chatelin

Manager, ESG Integration

CCLA

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Bhavick Patel

Head of UK ETF and Indexing Sales

HSBC Asset Management

Samantha-Duncan-20

Samantha Duncan

Founder & CEO

NetPurpose

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Roll up, roll up!

Get your tickets to what is probably the best adviser event of 2023!

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House Band

Our House Band for the Day is The Mexican Way! 
The UK's finest Mariachi band.
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A little more info 📢

  • Location
    Etc. Venues
    133 Houndsditch
    London EC3A 7DB
     
    A short walk from Liverpool Street, Aldgate and Aldgate East underground stations.

     

  • Nearby hotels

    There are plenty of hotels near to the venue to choose from. Here is a list of nearby hotels.

  • Refreshments

    etc. venues are renowned for their excellent catering. So, guests can rest assured there will be plenty of refreshments and a delicious lunch on offer during the conference.

Etc. Venues
133 Houndsditch
London EC3A 7DB
 
A short walk from Liverpool Street, Aldgate and Aldgate East underground stations.

 

There are plenty of hotels near to the venue to choose from. Here is a list of nearby hotels.

etc. venues are renowned for their excellent catering. So, guests can rest assured there will be plenty of refreshments and a delicious lunch on offer during the conference.

Our Partners

Adviser-3.0-Timeline
Adviser-3.0-Fundment
Adviser-3.0-Vanguard
Adviser-3.0-Seccl
Adviser-3.0-HSBC-High-Res-09
Adviser-3.0-Transact-HighRes-08
Adviser-3.0-Asset-Map-06
Adviser-3.0-Model-Office-High-07
Adviser-3.0-Nucleus-High-Res-10
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©2023 Timeline Holdings Ltd. All rights reserved.  Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. RC: 11405676.
 
Timeline Portfolios Ltd (formerly Betafolio) is authorised and regulated by the Financial Conduct Authority. FCA No. 840807. Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.

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