Let's Go Again!

Adviser 3.0   2024 

Relive 2024's unmissable event for Financial Advisers!

Adviser 3.0

Change Agents

Relive 2023's unmissable event for Financial Advisers!

40+

Quality Speakers

600+

Attended

100%

Insightful fun

Be the first to hear about Adviser 3.0 2025

The easiest way to be informed of all things Adviser 3.0 2025, is to register your interest, just here!

Our Exceptional Speakers

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Abraham Okusanya

Founder & CEO

Timeline

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Ola Abdul

CEO

Fundment

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Sean Hagerty

Managing Director

Vanguard Europe

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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.

 How It Started! 

Take a look back at how the show began.

 
 

 

 Our Speakers 

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Abraham Okusanya

Founder & CEO -
Timeline

 

 

 

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Heather Hopkins

Founder & MD -
NextWealth

 

 

 

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Martin Jennings

CEO -
Parmenion

 

 

 

To Consolidate Or  Not To Consolidate

Gretchen Betts, MD - Magenta Financial Planning

James Reiss , CEO - David James Wealth

Matt Pitcher, Managing Partner -  Altor Wealth Management

Stephen Gazard, Chief Distribution Officer - Quilter

Philippa Hann , Head of Solicitor Engagement - RQ

 

 

Fundment Uncovered: Secrets of a CEO

Ola Abdul, CEO - Fundment

Cathi Harrison, Founder & CEO - The Verve Group

 

 

 

 Our Speakers 

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Abraham Okusanya

Founder & CEO -
Timeline

 

 

 

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Heather Hopkins

Founder & MD -
NextWealth

 

 

 

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Ola Abdul

CEO -
Fundment

 

 

 

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Gretchen Betts

MD - Magenta Financial Planning

 

 

 

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Martin Jennings

CEO -
Parmenion

 

 

 

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Cathi Harrison

Founder & CEO - The Verve Group

 

 

 

Matt-Pitcher

Matt Pitcher

Managing Partner - Altor Wealth Management

 

 

 

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James Reiss

CEO -
David James Wealth

 

 
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Stephen Gazard

Chief Distribution Officer - Quilter

 

 

 

 
 
 
 
 

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?

 Our Breakout Sessions 

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Fear & Trust: Managing Client Behaviour

 

 

 

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Rethinking Multi-Asset Portfolios in Retirement

 

 

 

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Breaking Away & Striking Out

 

 

 

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Clockwork: Operational Excellence

 

 

 

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The Future
of Platforms

 

 

 

Secrets to Scaling - SQ2

Secrets to Scaling Business

 

 

 

 

Innovation Unleashed:  Tech Demos! 

 

Innovation Unleashed: Afternoon Tech Demos!

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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! 

 

 

A Couple of Highlights of A Seccl Powered Platform

 

 

Unlock Seamless Data Insights with Woven Advice

 

 

Unlocking Property Wealth With Nokkel

 

 

Introducing Ningi: A Tech Stack for Modern Advisers

 

 

Work Fast But Not Hard With Plannr!

 

 

How Timeline Is About To Save You A Lot Of Time 

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Morning-Tech-Demos---Unlocking-Property-Wealth--The-Next-Generation-Dashboard-for-Financial-Advisers
 

 

Afternoon-Tech Demos---Introducing-Ningi
 

 

Afternoon-Tech-Demos Work fast-but-not-hard-Plannr
 

 

Afternoon-Tech-Demos-How-Timeline-is-about-to-save-you-A-LOT-of-time!-
 

 

Be the first to hear about Adviser 3.0 2025

The easiest way to be informed of all things Adviser 3.0 2025, is to register your interest, just here!

 
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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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We had a whale of a time, and I think you and your team are the best conferencing guys that I have yet to work with.

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Gary Winslow
Asset-Map
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Quite possibly the biggest mistake I’ll make in 2024 will be not having gone to Adviser 3.0! With a lack of new advisers coming in to financial advice; there couldn’t have been a better advert! All I’ve seen is video after video after photo of energy, drive, passion, fun and humour.  I’m sure you’ve barely even started with the plans you have in store. I’m on board for the ride (I’ve signed up for the 2025 early bird already!)
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Guy Skinner
Citygate Financial Planning
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Honestly, I thought the whole event was great. In particular, Deborah & Gino were incredible.
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Jake Bernardi
57 North
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A thought-provoking event, full of inspiration and motivating content. Information was relevant and pitched at the right level, no 'teaching grandma to suck eggs'. It was also fun and there were no product pushes. Well worth a day away from the office.
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Jenny Jackson
Premier Plus Ltd

 A little More  About The Event  🙌

  • 16th May 2024

    Magazine London

    SE10 0JH

  • Networked and socialised with friends and colleagues as we provided top-notch evening entertainment from Toby Anstis, Pyro Beats & DJ Lyndsay.







16th May 2024

Magazine London

SE10 0JH

Networked and socialised with friends and colleagues as we provided top-notch evening entertainment from Toby Anstis, Pyro Beats & DJ Lyndsay.







Be the first to hear about Adviser 3.0 2025

The easiest way to be informed of all things Adviser 3.0 2025, is to register your interest, just here!

 Our Partners 

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Quliter
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Asset-Map-10
Nokkel-11
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EOS_Logo
trans_Logo
DFA_LOGO-Adviser-3.0
LGIM-15
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Money-Info-14
Ningi-16
Praetura-17
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