Insights from Festival of Financial Planning 2022

The Festival of Financial Planning organised by The Personal Finance Society, is the U.K.’s premier event for financial advisers. It took place for the second time on 1st & 2nd November 2022. 3000 advisers delegates attended on the first day with nearly 2800 on the second.

The following is the selection of videos from technology exhibitors, explaining in 60 seconds, or less their proposition to help Advisers improve their efficiency, profitability and quality of service…
Company  Timeline
Website https://www.timeline.co
Location United Kingdom
Company  IFAC
Website www.ifac.eu
Location United States
Company  ProtectionGuru
Website https://protectiongurupro.co.uk
Location United Kingdom
Company  Dynamic Planner
Website https://www.dynamicplanner.com
Location Reading, United Kingdom
Company  Selectapension
Website https://www.selectapension.com
Location United Kingdom
Company  DD Hub
Website https://www.ddhub.co.uk
Location London, United Kingdom
Company  Twenty7Tec
Website https://www.twenty7tec.com
Location Bournemouth, United Kingdom
Company  Intelliflo
Website https://www.intelliflo.com/uk
Location London, United Kingdom
Company  Conquest
Website https://www.conquestplanning.com
Location United Kingdom
Company  iPipeline
Website https://www.ipipeline.com
Location United States