EATT 2022 Plenary Session 1:
Delivering an end-to-end advice & investment management process


Dave Newick
CEO, Arken.Legal

Ray Adams
CFP & Head of Cashflow Planning, FE Fundinfo/CashCalc

Stephen Mitchell
Head of Proposition, FE Fundinfo

Tim Sargisson
CEO, Sandringham Financial Partners

Learning Objectives

  • How technology can support every step of the Advice and Investment management process
  • How other advisers have been successfully adopting technology to achieve more effective processes
  • The role of automation in creating more time for advice
  • Where technology can support and enhance both compliance and customer outcomes


Poppy Achilles