The Personal Investment Management & Financial Advice Association (PIMFA)

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Event Type: Industry Events

The Finance Magnates London Summit FMLS:23 is the year's most exclusive and premium event. This outstanding event is specialised particularly for the fintech, payments, digital assets, and online trading industries, and will take place from November 20th to 22nd, 2023, at the famous Old Billingsgate in London. 2.5 days of unequalled networking and knowledge-sharing possibilities. With a historic attendance of 3500+ industry experts, this is…
Date & Time: 20th Nov 2023 (17:00) - 22nd Nov 2023 (20:00)
Location: In Person

Register now for this free, one-hour webinar on investment in EIS Knowledge Intensive funds from the Enterprise Investment Scheme Association. Date: 20th February 2024 Time: 10.00-11.00am The webinar is orientated specifically towards financial advisers, and open to both EISA members and non-members. During the webinar, you'll learn: ✅ In what ways are Knowledge Intensive (KI) EIS funds different to other EIS funds ✅ What tax…
Free
Date & Time: 20th Feb 2024 (10:00 - 11:00)
Location: In Person
Register now for this free, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. Date: Wednesday 21st February Time 11.00am-12.00 midday The webinar is open to both EISA members and non-members. During the webinar, you'll learn: ✅ Details of the Seed Enterprise Investment Scheme (SEIS) ✅ An overview of what investing in an SEIS fund looks like ✅ Last minute…
Free
Date & Time: 21st Feb 2024 (10:00 - 11:00)
Location: In Person
Register now for this free, one-hour webinar on investing in impact EIS funds from the Enterprise Investment Scheme Association. Date: Wednesday 28th February Time: 10.00-11.00am The webinar is orientated specifically towards financial advisers, and open to both EISA members and non-members. During the webinar, you'll learn: ✅ What investing in an impact EIS fund looks like ✅ Key considerations when investing ✅ Examples of investee…
Free
Date & Time: 28th Feb 2024 (10:00 - 11:00)
Location: In Person

The wealth management industry is on the precipice of major transformation due to the upcoming great wealth transfer which will change the demographics of the customer base. The changes will have significant implications for the digital strategy of wealth organisations, which is likely to be a determining factor in whether firms will continue to thrive once wealth changes hands to younger and a more predominantly…
Free
Date & Time: 06th Mar 2024 (11:00 - 12:00)
Location: In Person

The Morningstar Investment Conference provides financial advisors and experts with an opportunity to remain up to date with the latest research, insights, and analysis, enabling them to better serve their clients. As investors evolve and markets change, it is essential for advisors to continually develop their practices to meet the needs of today's investor. Register now for the 18th anniversary of the UK conference with…
Date & Time: 01st May 2024 (8:00 - 17:00)
Location: In Person