PFS Festival of Financial Planning

Name: PFS Festival of Financial Planning
Start: 2026-11-18
End: 2026-11-19
Location: The NEC (National Exhibition Centre)

PFS Festival of Financial Planning takes place on 18–19 November 2026 at The NEC (National Exhibition Centre), Birmingham. It is organised by Personal Finance Society, and B2DB lists 75 speakers and 86 sessions announced so far.

The Festival of Financial Planning, branded 'imagine…', is the Personal Finance Society's flagship event, held on 18 and 19 November 2026 at the NEC Birmingham (Halls 6 & 7). It brings together more than 3,000 financial planning professionals for keynote and programme sessions offering 10+ hours of CPD, an exhibition of 70+ partner stands, networking and entertainment. Attendance is free for PFS members; non-members pay a registration fee.

Key facts

Dates	18–19 November 2026 (upcoming)
Venue	The NEC (National Exhibition Centre), Birmingham, United Kingdom
Organiser	Personal Finance Society
Series	PFS Festival of Financial Planning
Speakers	75
Sessions	86
Stages	Keynote Session, Member Voices, Explore, Create, Club PFS, Imagine, Power Live, VIP Session, Talent
Sponsors	9
Official site	pfsfestival2026.org/programme

Keynote speakers

Stef Reid Adaptability, Resilience, and High Performance Keynote Speaker, Stef Reid MBE Adaptabiltiy, Resilience, and High Performance Speaker
Libby Greiwe
Carla Brown
Ryan Stramrood
Sara Davies

Speakers (75)

Compiled from the published agenda; speakers can claim and verify their own entry.

Stef Reid Adaptability, Resilience, and High Performance Keynote Speaker, Stef Reid MBE Adaptabiltiy, Resilience, and High Performance Speaker
Libby Greiwe
Carla Brown
Ryan Stramrood
Sara Davies
Abraham Okusanya CEO, Timeline
Alan Gurung CEO & Co-Founder, AdvisoryAI
Nick Eatock CEO, intelliflo
Helen West Managing Director, West Financial Management Co Ltd
Alan Whittle
Kate Gannon
Luke Holloway
Tony Fields
Ali Fanshawe
Andy McBride
Ash Kapasi
Ben Hanlin
Bernie De Souza
Caroline Gorski
Caroline Martin Co-Trainer, ACADEMY OF COACHING & TRAINING LTD
Charlene Young
Charlie Reading
Charlotte Watson
Chris Budd
Chris Emmott
Danni Hewson
David Hulland
David Swanwick Head of Client Communications, EMEA and Vice President, Dimensional Fund Advisors
George Kinder
Georgia Barham
Guy Skinner
Hannah Wynick Founder and Managing Director, Core Financial Paraplanning Limited
Hannie Mason
Hector Minto
James Hassall-Marlow
James Marston
Jamie Proctor
Jay Dhaliwal
Jennifer Stone
Jiří Paták
Joel Lightfoot PICOP Report Writer, Chase de Vere Independant Financial Advisors Limited
Joseph Moricca
Julia Belle
Kate Tuckley
Kerry Houghton
Kristen Cunliffe Managing Director, Red Star Wealth
Kyle Kennedy
Laurentius van den Worm Head of Investment Strategy, Timeline
Liz Syms
Louise Jeffreys
Matt Cordas
Mick Whatley
Mike LeGassick
Nadia Johnstone-Smith
Nick Elston
Nick Platt
Nick Priest
Paul Hogarth Group CEO, Tatton Investments
Phil Payandee
Rachel Kitching Burrows
Rob Schwarz
Robert Boland
Ronni Cook
Sarah Hogan
Shadi Kirk
Sir Charlie Mayfield
Sophie Brown
Steven Rowe
Terry Blackburn
Tessa Lee
Thomas Coull
Tim Brienza
Tom Brookes
Victoria Hicks
Ziba Goddard

Agenda (86 sessions)

Day 1 — Wednesday 18 November 2026

PFS Welcome 10:40–10:50 · Keynote Session — Kate Gannon
Keynote: Libby Greiwe - The first 100 days 10:50–11:35 · Keynote Session — Libby Greiwe
How I generate 200 leads a year with £0 advertising budget 11:40–11:55 · Member Voices — James Marston
The client experience that builds trust 11:45–12:15 · Explore — Tessa Lee
AI under the bonnet: Due diligence and ROI in financial planning 11:45–12:15 · Create — Alan Gurung, Alan Whittle
Meet & Greet with the PFS Board 11:45–12:05 · Club PFS
The time is now for advice – why there’s never been a better time to be an IFA 11:50–12:25 · Imagine — Paul Hogarth
Pain, passion, purpose & leadership 11:50–12:20 · Power Live — Guy Skinner
Turning complexity into simplicity: Visual tools for better client conversations 12:00–12:25 · Member Voices — Sarah Hogan
The inheritance tax tipping point: How business relief can add value for your clients 12:20–12:45 · Create — Nick Priest
From capable to exceptional: a practical path for ambitious advisers 12:25–12:50 · Explore
From premier league paychecks to real life consequences 12:30–12:40 · Member Voices — Jamie Proctor
Performing under pressure: the human side of financial advice 12:35–13:05 · Power Live — Andy McBride
From AI to advice: Imagining the next era of financial planning 12:35–13:10 · Imagine — Caroline Gorski, Julia Belle
Goal setting beyond the comfort zone - Why ambitious goals often keep us stuck! 12:45–13:30 · VIP Session — Ryan Stramrood
Using frontier technology to enable the future of financial advice 12:50–13:25 · Create
People buy results, not people: designing a service clients stay for 12:55–13:20 · Explore
Pathways to the community: Becoming a regional volunteer 13:00–13:20 · Talent — Luke Holloway, Jay Dhaliwal, Kerry Houghton, Phil Payandee
Keynote: Steve Head - Making the 1% difference 13:30–14:10 · Keynote Session
Navigating your career in financial planning: The professional map in action 14:15–14:40 · Talent — Kyle Kennedy
Pensions in the IHT Era: Practical planning ahead of April 2027 14:20–14:55 · Create — Ash Kapasi
The power of listening 14:20–14:30 · Member Voices — Shadi Kirk
Planification sans frontières - planning without borders 14:20–14:50 · Explore — Chris Emmott
The hidden client risk financial planners can’t afford to miss 14:25–14:55 · Power Live
FCA - The View from the Regulator 14:25–14:50 · Imagine — Kate Tuckley
Meet & Greet with the PFS Board 14:30–15:30 · Club PFS
Why storytelling wins in business 14:35–14:55 · Member Voices — Mike LeGassick
Your qualification journey: Finding the right path and support for success 14:45–15:10 · Talent — Mick Whatley
New rules, old instincts: better client conversations in a changing planning landscape 15:00–15:35 · Imagine — Charlene Young, Danni Hewson, Ziba Goddard
Authentic leadership 15:00–15:10 · Member Voices — Rachel Kitching Burrows
What it really takes to build a business - The reality behind starting, scaling, and sustaining a firm 15:00–15:30 · Explore — Georgia Barham, Louise Jeffreys, Rob Schwarz
Protection is part of the plan: Closing the certainty gap through goals-based financial planning 15:05–15:30 · Create
Our One Meeting Close 15:10–15:40 · Power Live — Nick Platt
From great conversations to consistent conversions: Applying sales enablement in financial planning 15:15–15:30 · Member Voices — James Hassall-Marlow
E-Mentoring unlocked: How real career conversations start 15:15–15:45 · Talent
AI adoption within your practice: A crash course 15:35–15:55 · Member Voices — Tom Brookes
Beyond note-taking: how AI enhances client trust 15:40–16:10 · Create
One client, two professions: Building better outcomes through adviser collaboration across mortgage and financial planning 15:40–16:10 · Explore — Charlotte Watson, Hannie Mason, Liz Syms
How the best advisers protect their thinking 15:45–16:15 · Imagine — Tony Fields
Inside the PFS new generation programme: From applicant to alumni 15:50–16:15 · Talent — Nadia Johnstone-Smith
The human edge: Building instant connection in a digital world 16:05–16:50 · Power Live — Ben Hanlin
How I went from working 80 hours a week down to 24… and tripled my revenue! 16:05–16:50 · VIP Session — Libby Greiwe
Building the future of financial planning: Attracting, developing and retaining the next generation 16:20–16:55 · Talent — Luke Holloway, Joseph Moricca, Tim Brienza
How to create a lead machine that produces consistent and predictable leads 16:20–17:00 · Create — Terry Blackburn
Buckets, buffers, blankets and other bedtime stories: The folklore of retirement income 16:25–17:00 · Imagine — Abraham Okusanya
Paraplanning panel: unlocking your team’s potential – the adviser / paraplanner / administrator triangle 16:25–17:00 · Explore — Hannah Wynick, Jennifer Stone, Joel Lightfoot, Kristen Cunliffe +2 more
Keynote: Sara Davies - The business of believing in yourself 17:10–17:55 · Keynote Session — Carla Brown, Sara Davies
Closing remarks 17:55–18:00 · Imagine — Carla Brown

Day 2 — Thursday 19 November 2026

Unlocking the secret weapon of top performing firms 09:00–09:30 · Explore — Victoria Hicks
How to make a human connection in an AI world 09:00–09:30 · Create — Bernie De Souza
POWER Live Podcast: Highlights & key insights from festival of financial planning day one 09:00–09:30 · Power Live
Self development, the clue is in the name 09:00–09:20 · Member Voices — David Hulland
Opening remarks 09:45–09:55 · Keynote Session — Carla Brown
Keynote: Ryan Stamrood - Pushpastimpossible™ – Reimagining your limits in a changing profession 09:55–10:55 · Keynote Session — Ryan Stramrood
From TikTok to trust: reimagining financial advice for Gen Z 11:05–11:35 · Power Live
70% of Heirs may leave you: A practical guide to positioning yourself for the great wealth transfer 11:05–11:35 · Explore — Laurentius van den Worm
Vanguard of change: how financial planners can keep Britain working 11:05–11:50 · Imagine — Sir Charlie Mayfield
Bridging the great divide: could we all do better? 11:10–11:45 · Create — David Swanwick
Bridging the advice & talent gaps through financial education: From classroom to client outcomes 11:20–11:50 · Talent — Robert Boland
Death, Divorce, Diagnosis: What to do when It's not about money 11:20–11:40 · Member Voices — Ronni Cook
Behavioural understanding for better wellbeing 11:40–12:05 · Power Live — Alan Whittle
How to grow your business using AI 11:45–12:05 · Explore — Charlie Reading
Advisor to CEO: Four unconventional KPIs to help you think like a business owner 11:50–12:35 · VIP Session — Libby Greiwe
How financial planners are using social media to build trust, not noise 12:00–12:30 · Create — Matt Cordas
What would an agentic financial advice firm look like? 12:00–12:35 · Imagine — Alan Gurung
Future me: Take control of your career 12:00–12:25 · Talent
Why the future of financial planning is interdependent and integrated 12:10–12:40 · Explore — Steven Rowe
Why you <i>are</i> responsible for your clients’ wellbeing 12:15–12:45 · Power Live — Chris Budd
Becoming the financial planner you want to be 12:30–13:00 · Talent — Tony Fields
Keynote: Stef Reid - How to Bend Without Breaking: the Adaptive Mindset that bites back 12:50–13:30 · Keynote Session — Stef Reid
Dream. Believe. Achieve. 13:30–14:00 · Talent — Caroline Martin
Meet & Greet with the PFS Board 13:30–14:30 · Club PFS
Under pressure: the hidden forces that derail ethical decision-making 13:40–14:10 · Create
How to forge ahead 13:40–14:15 · Power Live — Nick Elston
The AI Flood: Who sets the course? 13:40–14:10 · Explore — Jiří Paták
The efficiency edge: The next generation of advice tech 13:40–14:15 · Imagine — Nick Eatock
I'll take the confidence, with a side of Imposter Syndrome 13:45–14:20 · VIP Session — Stef Reid
The advisor advantage: How trust, expertise and relationships set advisors apart 14:20–14:50 · Create
Navigating complexity: Investing in a world that won’t stand still 14:20–14:50 · Explore
Trust & relationship depth: How deep listening and life planning restore the human core of financial planning 14:25–14:55 · Power Live — George Kinder
Designing a fairer future: assistive technology, digital accessibility and innovative advice design 14:25–14:55 · Imagine — Hector Minto
Programming your brain for success 14:30–14:40 · Member Voices — Helen West
VIP Meet & Greet with Stef Reid 14:30–14:50 · VIP Session — Stef Reid
Special needs & disability planning: Don’t leave it to chance 14:45–14:55 · Member Voices — Ali Fanshawe
Keynote: Tim Peake - Performance under pressure: what spaceflight teaches us about mission success 15:05–15:45 · Keynote Session
Closing remarks 15:45–15:55 · Keynote Session — Kate Gannon

Organisers, sponsors and partners

PFS Festival of Financial Planning

Key facts

Keynote speakers

Speakers (75)

Agenda (86 sessions)

Day 1 — Wednesday 18 November 2026

Day 2 — Thursday 19 November 2026

Organisers, sponsors and partners

Organiser (1)

Sponsors (9)

Media Partners (2)

Exhibitors (39)

Startups (8)