The day also featured two keynote presentations. Justine Randall of Tatton Investment Management delivered‘ Mastering the art of time as a currency’, while Rory Maguire of Fundhouse presented‘ What decades of unbiased fund research really reveals’. Both sessions encouraged attendees to think differently, and provided valuable insights that sparked discussion throughout the day.
While the content programme formed the foundation of the event, one of the most valuable aspects was the opportunity for advisers, providers and partners to come together in person. From the exhibition area to the breakout sessions and informal conversations between presentations, there was a genuine sense of engagement and collaboration throughout the day.
" something for everyone and a good mix of advisers and exhibitors."
That sentiment was reflected in the feedback we received from attendees.
On 17 June, we welcomed over 100 members, partners and industry experts to the Simplybiz Adviser Conference in Reading, for a day of networking, discussion and insights.
Designed to bring members together to explore the latest developments across investments, pensions and financial planning, the conference provided an opportunity to hear from leading voices across the financial services industry, exchange ideas with peers and engage directly with a wide range of partners.
Damon Cooper of Routledge Financial Ltd described the conference as " incredibly well organised and covered everything I expected ", while Harry Morgan of Cornwall Finance & Investment Services Ltd commented that it " had something for everyone and a good mix of advisers and exhibitors."
A key strength of the day was the breadth of content available to attendees. Breakout sessions, roundtable discussions, presentations and panel debates gave members multiple opportunities to explore new perspectives, discuss industry challenges and deepen their understanding of the issues that might be affecting their clients and their businesses alike.
The conference featured contributions from a wide range of partners, who helped create a varied programme that offered something for advisers at every stage of their journey.
August 2026 | 11