Magic of Financial Planning
De Vere Beaumont Estate, Windsor, UK
October 2–3, 2025
The CISI Financial Planning Conference is the premier event for financial planning professionals. It's where the community comes together to deepen expertise, exchange insights, and navigate the ever-evolving landscape of financial planning.
Our world-class programme of keynotes and panels will bring you insights and updates on issues impacting financial planners worldwide. Industry leaders and expert speakers will address the latest trends and strategies.
Connect with fellow financial planners, old friends, and new contacts as you share best practices and experiences. Together, we're building a stronger, more influential profession.
Meet the industry leaders and expert speakers who will share their insights and expertise at the Financial Planning Conference 2025
Timeline
Optimum Path Financial Planning Ltd
Berry and Oak
Clifton Asset Management
Albion
PWL Capital (Canada)
Clark and Willmott
Phoenix 51
Dimensional
Author, Speaker and Campaigner
Fuel Ventures
Puma Investments
Chartered FCSI (Financial Planning)
FCA
boosst
Lester Aldridge
The Chartered Institute for Securities & Investment
Writer, Speaker and Presentation Expert
Coventry University
Means in Progress BV
Paul Harper Search
Compliance and Training Solutions
Motem
Writer, Speaker and Customer Service Expert
HAATCH
Forvis Mazars
Paradigm Norton
Ex CIA, CEO, The Global Leadership Lab
Marketing Consultant
Microsoft
Lexington Wealth
Celebrating Excellence in Financial Planning
This prestigious programme recognises the outstanding achievements of individuals and firms across the UK financial planning profession. From innovative strategies to unwavering dedication and client success, our awards showcase the best and brightest in the industry. Winners will be announced at the Gala Dinner on 2 October.
Registration for the Financial Planning Conference has now closed. For enquiries, please contact events@cisi.org.
Burfield Road, Old Windsor, Windsor SL4 2JJ
3 miles from Royal Windsor
Minutes from M25
15 minutes from Heathrow
3 miles from Egham station
Fast connections available to London Waterloo and Reading from Egham station
This event is made possible by the generous support of our sponsors. We are proud to partner with these distinguished organizations who share our commitment to excellence in financial planning.
Sponsoring the CISI Financial Planning Conference puts your brand in front of hundreds of top financial planners across the UK. Your support helps bring valuable sessions, workshops, and networking to life.
The Financial Planning Conference is a game changer every year. The diversity of the speakers, the topics and general energy at every conference is electric. I won't miss this for anything.
The most valuable two days in your financial planning journey. Excellent CPD, enjoyable networking, and a sense of belonging to a financial planning family, all working toward the greater good.
Please note that delegate details will be shared with conference sponsors. View full terms and conditions