Mortgage, protection and financial planning network Rosemount Financial Solutions (IFA) has unveiled the agenda for its 2025 Annual Conference.
The conference will take place on 17th 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 host of leading industry experts and economists, providing attendees with an outstanding insight into what lies ahead and how to boost their business’s prospects.
The agenda includes: an update and review of 2024, hosted by Ahmed Bawa of Rosemount Financial Solutions (IFA); an economic update from Chris Hare of HSBC; a market update from Graham Sellar of Santander; as well as insight from Barclays, further political insight and roundtable discussions.
For the first time, 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 (BDM) at 7IM.
The conference will also include a special guest speaker, who will also be awarding the prizes from the charity draw.
Ahmed Bawa (pictured), 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.”
