The advice profession is in the midst of profound transformation. Shifts in regulation, technology, and client expectations are redefining what it means to deliver trusted, value-driven advice. With this in mind, we are delighted to bring you:
The Financial Advice Summit Conference 2026
This special event brings together leading voices from across the sector, to explore how advisers can adapt, evolve, and grow in a changing market.
Through a mix of keynote sessions and interactive panels, the day will examine the key drivers shaping advice models - from market volatility and changes in pension and tax rules, to advances in technology and AI, and the continued evolution of the regulatory environment.
It is also an opportunity to connect with peers, share perspectives, and contribute to a more joined up view of how the profession continues to develop.
Our Event Partners
HIGHLIGHTS
David Coombs, Head of Multi-asset Investments, Rathbones
Navigating the Geopolitical Quagmire
There’s No Such Thing as a Risk-Free Retirement
Andrew Nash, Senior Pension Specialist, M&G
The New IHT & Pension Landscape
Philip Griffin, Retirement Specialist, Quilter
The Evolution of Advisor Investment Instruments
Keith Balmer, Portfolio Manager, Columbia Threadneedle Investments
Panel Discussions
Exhibition Area
Refreshments
Drinks Reception
Guest Speaker - Max Thorpe: World Record Breaking Athlete
Full agenda - 13th October 2026
09:15-10.00: Arrival, check‑in, refreshments and exhibition area
PART ONE - 10.00
Navigating the Geopolitical Quagmire: Tariffs, Blockades & Missiles and What They Mean for Returns
David Coombs, Head of Multi-Asset Investments, Rathbones
The New IHT and Pension Landscape
Philip Griffin, Retirement Specialist, Quilter
Guest speaker – Max Thorpe – world-record-breaking athlete and protagonist of an extraordinary comeback story
12.00-13.00: Lunch & exhibition area
PART TWO - 13.00
The Regulatory Landscape
Marjolaine Quirke, Deputy Chair of the APPC and Managing Director of TFAS Compliance Services
From CIPs to CRPs - The Evolution of the Investment Propositions
Keith Balmer, Portfolio Manager, Columbia Threadneedle Investments
Panel Discussion 1:
Columbia Threadneedle Investments, Rathbones, and M&G, hosted by Ken Rayner, Founding Director of RSMR
Panel Discussion 2 - The Role of Tech:
Chris Baigent-Reed, Managing Director at Jigsaw Tree; Robbie Homer-Plews, Chief Client Officer at Aveni; Jesse Robinson, Director of Customer Success UK at Intelliflo, Chris Jones, Financial Services Director at Dynamic Planner, hosted by Lauren Kiley, Compliance Director at TFAS Wealth
14.30-15.00: Refreshments & exhibition area
PART THREE - 15.00
There’s No Such Thing as a Risk-Free Retirement
Andrew Nash, Senior Pension Specialist, M&G
Panel Discussion 3:
Simon Martin, Technical Development Manager at Aviva; George Cliff, CIO at Clever Adviser; and Craig Rippe, Head of Multi-Asset at Keyridge, hosted by Dan Russell, Founder of Funkled, Nick Priest, Partner Downing
Close
Buddy Keville, Founder & Chief Executive Officer, Inzuzo
16.00-17.00: Drinks reception
When the main platform agenda has concluded, we invite you to join us for drinks, canapés, and the opportunity to network with your peers, sponsors, and speakers as we reflect on what promises to be a fantastic day.