Please note that this event has been rescheduled, and will now be taking place on Tuesday 25th June.

Join us for the first ever Future Finance Exchange!

Future Finance Exchange will be a series of networking and thought leadership events, delivered quarterly as masterclasses targeted at our key focus areas of financial wellbeing, (insert other focus areas).

Guest Speaker Announced!

Chris Budd, founder of Ovation Finance Ltd and Institute for Financial Wellbeing and Ovation Finance Ltd, and owner of The Eternal Business Consultancy, will be joining us as guest speaker for our launch event. His thought-provoking session titled 'FinTech – I Wouldn’t Start From Here’ will ask explore the problems is FinTech trying to solve in the evolving landscape of financial advice services.

About our speaker:

Chris Budd founded financial planning company Ovation Finance Ltd in 2000, going on to sell it to an Employee Ownership Trust in March 2018.

Author of six books, including the first book to ever tackle financial wellbeing which he published in 2015: The Financial Wellbeing Book. His latest book, The Four Cornerstones of Financial Wellbeing is out now. He’s also been recording The Financial Wellbeing Podcast since 2016.

Chris founded the Institute for Financial Wellbeing to bring together financial advisers and planners who want to focus on their clients’ happiness, not just their money.

His thought-provoking session will share his expertise on navigating the evolving landscape of financial wellbeing.

This interactive session will also offer opportunities to:

Hear the latest Future Finance news: Learn about upcoming opportunities, news and the latest addition to the Future Finance Accelerator– the Innovation Leadership Programme

Make networking connections: Connect with Future Finance members and team, as well as industry and academic experts across our partner community

Get practical guidance: Learn actionable tips to implement innovative technologies in your business.

Receive exclusive research insights : Discuss insights from our latest white paper on financial advice and wealth management.

Agenda:

09:00 - Coffee, pastries & networking
10:00 - Welcome & programme overview
10:10 – Chris Budd: ‘FinTech – I Wouldn’t Start From Here’
10:30 - Break
10:40 - Discussion: Technology Analysis Series Paper: Financial Advice and Wealth Management
11:15 - Future Finance Accelerator updates: Innovation Readiness Tool and Innovation Leadership Programme
11:40 - 12:00 - Networking & Close

Further information:

Where

Engine Shed (Station Approach, Redcliffe, Bristol BS1 6QH)

Get directions

When

09:00-12:00, Tues 25th June 2024

Travel

Parking is not available at the venue, however as Engine Shed is next to Temple Meads station, there is plenty of parking nearby.
Engine Shed is also located within Bristol’s Clean Air Zone, so if you are planning to visit by car, check whether this applies to your vehicle.
We encourage all our visitors to travel sustainably wherever possible, and suggest that you plan your trip using the Travelwest journey planner.

Future Finance is an Innovate UK and ESRC co-funded programme led by the University of Bristol. We support organisations in the UK financial service sector to adopt innovative processes and products that boost the productivity of their business and improve the accessibility of their services.