Our first annual summit and awards was designed to be a meeting of minds - full to the brim with creative thinking, interaction and inspiring thought-leadership.
We aimed to bring together a community of financial services professionals, breaking down the usual boundaries. Whether you work in an advice firm, provider or supplier to the industry, as long as you were keen to collaborate and innovate, then you were welcome to join in the conversation.
With a mix of engaging and motivational keynote speakers, interactive workshop sessions and an innovation showcase, we embraced our theme of inclusivity to build a profession that works for everyone.
Steven Bartlett, the 28-year-old founder of the social media marketing agency, Social Chain and the latest Dragon, joined us for a fireside chat with our Director, Cathi Harrison, where he brought some controversial and thought-provoking comments to the table about not needing a financial adviser.
This was exactly the kind of disruptive and challenging conversations we welcomed and the impact in the room was palpable!



