NextWealth Advice Tech Live
to
Proudly supported by
Speakers
Jamie Sexton
True Potential
Daniel Harrison
True Potential
James Priday
CEO, P1 Investment Management
Sarah Lord
Chief Client Officer, Succession Wealth
Ella Davies
Chartered Financial Planner, LIFT-Financial
Booths
Dynamic Planner
One system for all your financial planning needs.
True Potential
Award-winning financial services technology company trusted by 20% of UK financial advisers.
Moneyhub Enterprise
Powering Financial Wellness through data, intelligence and actionable alerts
Seccl
Custody and investment tech to help you run your own platform
NextWealth
NextWealth is dedicated to helping firms adapt to what’s next in wealth.