21st Jun 2023 Webinar
Amid new regulations and increased demand for advice, financial advisers face new challenges to ensure their centralised investment proposition (CIP) is fit for purpose to deliver a good outcome to their clients.
Join Charles Stanley’s panel of experts alongside specialist research firm NextWealth, as they discuss what’s next for the advice landscape and Consumer Duty’s impact on business models, including:
Eligible for 1 hour CPD
Managing Director, NextWealth
In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK.
Managing Director of CFS, Charles Stanley
John Porteous was appointed as Managing Director of Central Financial Services in April 2021, having joined Charles Stanley as Head of Distribution in March 2019. Prior to that John was Retail Client Services Solutions Director at Quilter PLC and Director in charge of overall Client Proposition at Tilney (formerly Towry). John has served as a Director on a number of Professional and Trade Bodies. John is a Chartered Fellow of both the CISI and Personal Finance Society.
Head of Strategic Partnerships, Charles Stanley
Tom joined Charles Stanley in September 2022 as Head of Strategic Partnerships. Prior to joining, he worked at Quilter for 22 years where he held a number of roles, namely their BDM working with national advice businesses and networks, the Regional Sales Manager for the SE region and he also spent 4 years as their Head of Marketing.
Tom is responsible for developing new strategic partnerships with financial adviser firms in the UK to help them deliver standout investment solutions to their clients.
Outside work Tom loves to ski in the winter, play golf when the sun is out and run around after his 4 sons.