Rosemount Financial Solutions (IFA) has announced the agenda for its 2025 Annual Conference.
The conference will be taking place on 17 January at Fidelity International’s offices in Cannon Street, London.
The Annual Conference will be hosted by Zachary Bawa, business executive at Rosemount. It will include presentations and round tables with a range of leading industry figures and economists, providing attendees with an insight into what lies ahead and how to boost their business’s prospects.
The agenda includes:
- Rosemount Update and Review of 2024 (Ahmed Bawa / Rosemount Financial Solutions (IFA) ltd)
- Economic Update (Chris Hare / HSBC)
- Market Update (Graham Sellar / Santander)
- Working with Barclays (Russell Cross & Lloyd Yeoman / Barclays)
- Political Insight (Ranil Jayawardena / Rosemount, former Cabinet Minister)
- Round table discussions with The Exeter (protection), Nationwide Building Society (first-time buyers), Coventry Building Society (self-employed) and Loans Warehouse.
There will be a separate morning agenda for financial planners attending the conference. This will encompass a series of round tables with Canada Life (trusts), Legal & General (annuities) and Vanguard (behavioural). Financial planners will also benefit from presentations from Sam Goodway, Key Account Manager at Fidelity and Adam Roels, Business Development Manager at 7IM.
In addition, the conference will include a special guest speaker, who will also be awarding the prizes from the charity draw.
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA), said: “After an incredible year for the network, it will be fantastic to get advisers together face-to-face. This event allows us to bring them up to date on our plans for the network, as well as provide presentations from a comprehensive range of experts from across the industry.
“This sort of event is fundamental to the support we provide to our members, putting them in the best possible position to make 2025 and beyond a success.
“I’m delighted that Fidelity will be hosting our conference, and look forward to seeing all of our speakers and advisers on the day.”
