Adviser 3.0 Presents

Secrets to Scaling Financial Planning Businesses Beyond £5 Million Revenue 

Secrets to Scaling - SQ2

What to expect...

Ready to skyrocket your financial planning business to new heights? Prepare to delve deep into the triumphs and tribulations of scaling your financial planning business. Whether you're contemplating organic growth, acquisitions, or a hybrid approach, this session promises actionable tips for everyone in attendance. Expect a vibrant discussion that will equip you with the strategies and insights necessary to supercharge your growth.

Meet the Speakers for this Session

Julian Gilbert, Founder and MD at Wealth Matters

Julian graduated from Aston University and founded Wealth Matters in 1999. Now a leading UK financial planning firm, it boasts numerous awards and a staff of 20. With a focus on nurturing talent and expanding services, Wealth Matters aims for £10 million in turnover by the decade's end.

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Louise Jeffreys, Managing Partner at Gunner & Co

Renowned as a corporate finance and M&A virtuoso, Louise brings a wealth of expertise on financing strategies, including organic growth and acquisitions. Brace yourself for a wealth of eye-opening insight

Zoe Till, Partner at Nelsons

Zoe joined Nelsons in July 2018. She is a Partner and Chartered Financial Planner and Heads our specialist Investment Management team.

Zoe’s areas of expertise include providing bespoke advice for Personal Injury, Court of Protection deputies and attorneys, alongside holistic financial planning for private clients and business owners.

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Ed Carey, CCO of Timeline (Chair)

Steering the conversation is Ed Carey, Chief Commercial Officer of Timeline. With a wealth of industry experience under his belt, Ed promises to orchestrate a dynamic and engaging discussion that you won't want to miss.

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