Exhibitor Sponsor

NS&I offers a range of savings products with 100% security for all money invested – due to our backing by HM Treasury – even above the Financial Services Compensation Scheme limit. This provides peace of mind for both advice firms and their clients. Our most well-known product is Premium Bonds, but we also offer other savings products and ISAs.

NS&I is committed to supporting the financial advice industry in looking after the finances of many high value customers. Currently, we have over 1 million customers with £50,000 or more invested, and over 13,000 have over £1 million invested with us. Many of these customers will have financial advisers.

Exhibitor Sponsor

True Potential launched in 2007, with a vision to bring Hybrid Advice to the UK. Innovation is at the heart of what we do and we believe that a combination of personal financial advice and market-leading technology is the best way to help people reach their financial goals. This approach places the tools and insights of an expert investor directly into the hands of our clients, empowering them to make informed decisions with confidence.

Eighteen years on, True Potential has grown to become one of the largest and most respected private wealth management and fintech firms in the UK. With over 590,000 clients, £34 billion invested on the True Potential Platform and a decade of success, we are professionals in helping clients reach their goals. Whether it’s planning for retirement, investing for long-term growth, or simply taking control of their finances, we have the expertise and knowledge to help our clients reach their True Potential.

Associate Sponsor

Margetts has been a cornerstone of Birmingham's business community since the Birmingham Stock Exchange's formation in 1845. Our rich family history provides stability and long-term vision. We operate through two divisions: Margetts Fund Management and MGTS.

With over 30 years of expertise, Margetts Fund Management is highly experienced in managing risk-rated multi-manager funds and model portfolio services, offering tailored solutions for diverse risk profiles.

MGTS, with over 20 years of experience, serves as an Authorised Fund Manager to Unit Trusts and Authorised Corporate Director (ACD) to OEICs, ensuring professional governance and management across all the funds we oversee for third parties.

Karena Walshe

karena.walshe@ft.com

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