The global economy is experiencing the most acute – and most enduring – outbreak of inflation and pressures on the cost of living in a generation. Never has preparation for your personal and client’s financial affairs for present and future life events been so important.
This half-day interactive event will help you and your clients reap the benefits of a holistic planning approach to managing personal finances at key life events.
Using case study examples, our panel of professional experts will cover the topics of:
This interactive conference is structured to highlight the benefits of a multi-disciplinary approach and how holistic planning will deliver the most effective solutions for you, your family, and your clients, and the pivotal role that chartered accountants can play in this process.
ICAEW’s CPD regulations are changing. From 1 November 2023, members and other professionals regulated by ICAEW will need to complete a minimum number of hours’ CPD per year, some of which will need to be verifiable. Attending events like this could contribute to two hours of verifiable CPD, so long as you can demonstrate that the content is relevant to your role.
ICAEW members and non-members are welcome to join. This event is organised by the Personal Financial Planning Community. Please click here to join online.
Should you experience any difficulties booking onto the event, please go to our events support page - how to book.
The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
Please note that the programme is subject to change
Simon O’Connell, Director & Chartered Financial Planner, Evelyn PartnersSimon has worked in financial services since 1987 and has been a financial planner since 2002. Simon is part of the Family & Divorce team, is Regional Head for 7 offices across the South and Chair of the National Divorce Oversight Committee. Simon enjoys working with families and business owners in mediation or as a financial neutral to understand the dynamics and wishes of each party where he feels he can add more value when also working with other professionals such as Accountants, Solicitors, Mediators and Barristers. Simon is a member of the Resolution Training & Learning Committee and has just been shortlisted as a Finalist at the Resolution Awards 2023 in the Working in Collaboration category.
Zahra Pabani, Family Law Partner, Irwin MitchellZahra is a Family Law Partner at Irwin Mitchell, working in the Birmingham and London offices. She is part of the national team and support clients in the UK and internationally. Zahra's aim is to put her clients at the heart of everything she does and deliver a bespoke service with commercial and emotional intelligence at its core. With over 20 years’ experience, Zahra is ranked as a Tier One lawyer by independent legal guides such as in Chambers & Partners and Legal 500.
Jatin Patel, Founding Partner, Kinnison LimitedJatin is a Chartered Accountant and Chartered Tax Adviser. He spent 12 years at Citi as a Tax Director before moving to UBS as an Executive Director within Wealth Management, working with UHNW and international clients on their tax and wealth structuring.
Johnny Ridd, Founder and CEO, RQJohnny spent his early career in the City and working as a management consultant before moving on to work with the management teams of several high growth Private Equity and Venture Capital-backed portfolio companies, helping them scale and grow. Prior to RQ, Johnny founded Data Science marketplace DataWrk.
John Gaskell, Head of Personal Financial Planning, ICAEWJohn oversees the ICAEW PFP Community and ICAEW’s Personal Financial Planning Advisory Group. His role involves liaising with the Financial Conduct Authority (FCA) and other regulators, working across different areas of ICAEW and with external stakeholders.John began his career as a private client stockbroker & investment manager in the City of London before working as an independent financial adviser for a national IFA, financial planning adviser at a regional ICAEW firm, head of personal financial planning at a legal practice, senior manager at Deloitte Wealth Management Ltd, and product development manager at Aviva. He has also held business development, staff training and consultancy roles.John chaired the Chartered Institute for Securities & Investments Private Client Examination Panel and represents ICAEW at the Global Accounting Alliance (GAA) PFP Expert Working Party, and was a member of the FSA examination standards working party. John has a BA in Economic History & Social Science, and an MBA. He is a Certified Financial Planner, Chartered Wealth Manager and Fellow of the Certified Public Accountants Association.
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