What’s on the agenda? Meet the experts

Get to know the experts joining us and explore the agenda below to see what’s in store.

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Chris Larkin

Chief Transformation Officer, Parmenion

As Parmenion's Chief Transformation Officer and the Founder of Bigrock People Performance Solutions, Chris specialises in organisational transformation, leadership and business strategy. He works closely with financial advice firms to support business growth, strategic planning and organisational change.  

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Martin Jennings

CEO, Parmenion

Martin has been Chief Executive Officer of Parmenion since 2016. He has an enviable track record of senior positions in the financial service platform and technology market and an impressively broad skillset.

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Stephanie Gemson

Chartered Tax Adviser, TaxGem

With experience advising ambitious owner-managed businesses, Stephanie focuses on growth strategies and tax-efficient business structures designed to maximise long-term value and wealth retention.

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Elaine Meyrick

Partner, Thrings

Elaine specialises in disposals, acquisitions and investment deals, with extensive experience advising IFAs and businesses in the financial services sector. She regularly works with owners on succession planning, exit preparation and successful sales.

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Brian Hill

Founder, Pathfinders 

Having built, sold and advised financial planning firms throughout his career, Brian is one of the UK’s most recognised specialists in the sale of advice businesses. He now works directly with firm owners to help them prepare for and navigate successful exits.

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Damien Rylett

Exit Partner, Pathfinders

A Chartered Financial Planner with first-hand experience of buying, integrating and ultimately selling his own advice business, Damien brings a practical perspective to business growth, succession planning and exit preparation.

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David Crozier

Exit Planner, Pathfinders

David founded and successfully sold Northern Ireland’s first fee-based financial planning firm. Drawing on more than 30 years in financial services, he now helps other founders prepare for their own successful transitions.

 

Agenda at a glance

12.30pm – Lunch and networking

Arrive, grab some lunch and settle in. Meet fellow advisers, make some connections and get ready for an afternoon of practical insight into building and growing your business.

1.30pm – Know your worth

Understand where your business stands today. Explore the options available when it comes to your future, get to grips with valuation and consider what your business is really worth.

3.40pm – Grow your worth

Look at what drives value — and what can hold it back. Hear practical perspectives on growth, legal and tax considerations, and the decisions that can strengthen your business for the future.

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The evening doesn’t stop at 5.30pm

Join us for food, drinks and after-hours access to We The Curious’ interactive exhibition. Explore, unwind and continue the conversation with fellow advisers and the Parmenion team.

Event & hotel details