The Evolution of Financial Planning and Raising Standards Together - Edinburgh

Join the Consumer Duty Alliance and the FCA at this unique free-to-attend regional conference on Wednesday 11th June 2025 at the Sheraton Grand Hotel, Edinburgh, giving firms of all sizes the opportunity to:

• Interact directly with the FCA.
• Discover the secret to faster growth with Brett Davidson.
• Get insight from a variety of subject matter experts and practitioners.
• Network with other financial professionals and our professional partners.

Dedicated to the dynamics and needs of directly authorised firms and appointed representative firms, the day’s content is focused on sharing good practice, helping firms evolve and achieve greater success.

Here’s a taster of what you can look forward to:

• Developments in AI and its potential in the advice process.
• Why succession planning is crucial for firms of all sizes.
• Examples from the FCA on client outcomes.
• Demystifying vulnerability and the role of advisers.
• Guidance around ongoing advice fees.
• The gender wealth transfer and what it means for advice firms.
• The secret to faster, fun and sustainable growth for financial planning firms.

It’s free to attend but spaces are limited, reserve your seat today.

OUTLINE AGENDA (TBC)

08:30 Registration and Coffee

09:45 Welcome

Introduction Keith Richards, Chief Executive Officer of the Consumer Duty Alliance

Speaker 1 Nick Hulme, Head of Department, Advisers, Wealth and Pensions, FCA

Coffee and Networking

Speaker 2 - Keynote Brett Davidson, FP Advance 

Lunch and Networking

FCA Breakout and Expert Roundtable Sessions:

Good Practice Mini Keynotes: Technology, Succession planning, New Talent, Intergenerational and Gender Wealth Transfer

Coffee and Networking

Audience Q&A with expert panel

Closing Remarks

15:50 Close