Rosemount announce 2024 Annual Conference speaker line-up

14 December 2023

Rosemount Financial Solutions (IFA) Ltd announce today (14th December 2023) their annual conference speaker line-up. This year’s event being held for Rosemount’s advisers returns to London at HSBC’s London Head Office in Canary Wharf on 12th January 2024.

The event will be hosted by Business Executive, Zachary Bawa from Rosemount Financial Solutions (IFA) Ltd and the day will comprise of presentations from leading economists, global bankers, and specialists in independent financial advice (IFA). The full agenda is as follows:

Rosemount Update & Review of 2023 (Ahmed Bawa / Rosemount Financial Solutions (IFA) Ltd)

HSBC – Economic Update (Liz Martins / Senior Economist)

Twenty7tec - The Future of the FINPLAN CRM (David Wressell / National Account Manager)

HSBC Life – Protection Launch (Mark Toms / Senior Business Development Manager)

HSBC – The Ransomware Threat and its impact on the Supply Chain (Tim Kolk & J R Manes, Cyber Intelligence & Threat Analysis)

HSBC - How can we all be a little bit more Disney? (Laura Underdown / Corporate Account Manager)

Supporting client’s long-term goals and providing financial resilience (Dave Butler / Marketing Development Manager, Rosemount Financial Solutions)

Pepper Money – Fulfilling ambitions. Yours and theirs (Lewis J Wheeler / Regional Development Manager)

SimplyBiz – Mortgage Market Update. Look forward to 2024, key challenges & opportunities (Martin Reynolds / CEO of SimplyBiz Mortgages)

Family Building Society – An alternative to what’s on the High Street (Grace Bennett / Business Development Manager)

HSBC / Active - An overview of the HSBC Global Strategy Portfolios (Hugo Thompson, Multi-Asset Investment Specialist)

Fidelity – ‘Why passive due diligence really matters’ (Sam Goodway, Key Account Manager)

Canada Life – Annuity Update – Are they back? (Nick Flynn, Head of Distribution – Retirement)

In addition, the event will feature a special segment and charity draw led by Alex Brewer from the charity Stepping Stones DS which supports children and young people with Down Syndrome in North Hampshire, South East Berkshire and West Surrey. The group provides a wide range of support, activities and services for members and their families.

Ahmed Bawa, CEO at Rosemount Financial Solutions (IFA) Ltd said:

“We place a huge emphasis on getting our advisers together at face-to-face events to hear not only from us, but also a wide range of experts from across the industry and so our annual conference is a significant part of our ongoing support to our advisers.

“I’d personally like to express a huge thanks to HSBC for hosting us at their headquarters in London and to all our speakers, and I look forward to seeing them and our advisers in January.”

For more information on Rosemount Financial Solutions (IFA) Ltd, visit https://rosemountfs-ifa.co.uk/?page_id=7340