Our flagship financial planning event

Where: Wotton House, Surrey RH5 6HS

When: 3-4 October

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This immersive conference provides a unique opportunity to step back from the everyday, and to reconnect with fellow financial planners to learn, share and debate all things financial planning.

The programme has been created by financial planners for financial planners, providing ideas and new perspectives that can be implemented to strengthen your business and client experience.

The programme


  • Earn CPD hours through a blend of peer-led sessions and energising keynotes
  • Tailor your experience, with three streams of content
  • Network with 200 financial planners, including at our awards dinner 
View agenda


Monday 2 October
10:00 – 17:00

Optional pre-conference activities

Golf and light lunch at Betchworth Golf Club

Visit to Gin Kitchen, an artisan distillery in the Surrey Hills

Tuesday 3 October
10:30 – 23:00

Up to 4 hours CPD

How the future will impact financial planning

Placing people, planet and purpose at the core of your business

Sponsor-led Tech Hub

Guided tasting of wine produced locally at Denbies Wine Estate

Wednesday 4 October
09:00 – 16:30

Up to 6 hours CPD

Three steams of content, focussing on:

Pure financial planning

Practice management and paraplanning

Behavioural finance and technical

Plus, an inspirational session on:

Strength through adversity

Confirmed speakers

Hear from leading speakers on topics ranging from the future of financial planning to spotting fraud and financial abuse, from the science of human relationships to the psychology of money, and much more. We'll be announcing the full line-up soon.

Kusal Ariyawansa CFP™ Chartered FCSI (Financial Planning)
Branch Principal
Appleton Gerrard
Oliver J. Bourke
Managing Director
Mercury Wealth Management
Phil Bray
Founder and Director
The Yardstick
Chris Budd
Institute for Financial Wellbeing
Josh Butten CFP™ Chartered FCSI (Financial Planning)
Keith Butten CFP™ Chartered FCSI
Managing Director
Jon Doyle
Founder and Financial Planner
Juniper Wealth Management
Julia Dreblow
Founding Director
SRI Services
Sarah Elson CFP™ APP Chartered FCSI
Brendan Frazier
Wired Planning
Nathan Fryer
Plan Works
Jonathan Gibson CFP™ Chartered FCSI
Managing Director
Wells Gibson
David Gow CFP™ Chartered FCSI
Matthew Griffin
Futurist and Founding CEO
311 Institute
Farida Hassanali CFP™ APP Chartered FCSI (Financial Planning)
Senior Financial Planner
Paradigm Norton Financial Planning
Paul Hargreaves
Cotswold Fayre & Flourish, a certified B Corporation
Michelle Hoskin
Managing Director
Standards International
Matthew P. Jarvis CFP®
Co-Founder, The Perfect RIA and President
Jarvis Financial
David Jones
Head of UK and Ireland Advisor Group & VP
Dimensional Fund Advisors
Rebecca Kowalski
Overstory Finance
David Lamb CFP™ Chartered MCSI
Martin Lines
Development and Events Director
Ian McKenna
Founder & Director
Financial Technology Research Centre (FTRC)
Kameka McLean
Group Head of HR
Walker Crips
Kevin Moore, Chartered FCSI
Director Global Business Development
Professor Steve Peters
Consultant Psychiatrist
Bestselling Author & CEO Chimp Management
Martin Ruskin CFP™ Chartered FCSI (Financial Planning)
Client Director
Paradigm Norton Financial Planning
Warren Shute CFP™ Chartered FCSI
Chartered Wealth Manager
Lexington Wealth Management
Gregor Sked
Protection Development and Technical Manager
Royal London
Dr. Moira Somers
Family Wealth Consultant and Executive Coach
Charlie Walker
Adventurer and extreme explorer

Tech Zone

As well as catching up with the official event sponsors, you can view live demonstrations and discuss the future of financial planning with specialist tech companies and start-ups, including:

  • 360DotNet
  • Beyond Encryption
  • Cascade
  • Conquest
  • Model office
  • Origo Services
  • Plusgroup
  • Portfolio Metrix
  • Protection Guru
  • Sprint
  • Truth
  • TrySIFA
  • twenty7tec.com
  • Voyant

More firms will be confirmed shortly.

The venue

Wotton House - Country Estate Hotel

Although we pride ourselves on being the home of true financial planning, our home is more of a metaphorical one than a physical one. Fortunately, we have managed to source a gem of a venue for you in Wotton House, only 40 minutes from London’s Waterloo and with ample free parking.

Overnight guests have access to the gym, indoor pool, steam room and tennis courts, as well as the Grade II listed Italian gardens.

Bookings have sold out.

If you would like to be added to the waiting list, or have a query about an existing booking, please email sasha.stileman@cisi.org

If you have already booked, you can add the following pre-conference activities on 2 October at a cost of £99pp (excluding accommodation):

  • 10:00 - 14:30 Golf and light lunch at Betchworth Park Golf Club
  • 15:00 - 17:00 Visit to Gin Kitchen, an artisan distillery creating award-winning luxury spirits

Please email sasha.stileman@cisi.org for more information.

Day Pass

3 & 4 October

Ideal for local financial planners

Day passes for conference sessions on 3 and 4 October. Excludes activities after 17:00 on 3 October (but these can be booked separately, if needed). Excludes accommodation.

CISI members
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Standard Pass (Mercure)

3 & 4 October +

Closest to the evening entertainment

Access to all sessions and activities on 3 and 4 October, including the awards reception and dinner, plus single occupancy accommodation at the Mercure Box Hill Burford Bridge for 3 October.

CISI members
Add to basket
Add to basket

Standard Pass (Wotton)

3 & 4 October +

Access to all sessions and activities on 3 and 4 October, including the awards reception and dinner, plus single occupancy accommodation at Wotton House for 3 October.

CISI members

Deluxe Pass

2, 3 & 4 October +

Includes an extra day of activities

Includes everything in the Standard Pass, plus pre-conference activities and single occupancy accommodation for 2 October.

CISI members

Conference sustainability policy

We are committed to being more sustainable and are working closely with our contractors and suppliers to achieve this.

  • Responsible venue actively working to reduce consumption and waste
  • Caterers that use local and sustainably sourced ingredients where possible
  • Eco-friendly materials for badges, lanyards and delegate bags
  • Working towards a paperless event, with any printed materials on recycled paper
  • Sponsors encouraged to avoid single-use plastics and to ship via environmentally friendly methods
  • Group transportation organised by the CISI between the train station, hotel and dinner venue

The Sponsors

Gold sponsor


If you would like to discuss sponsoring the conference, please contact christopher.morris@cisi.org