The event being held at the SSE Swalec Stadium at Sofia Gardens on 29 June will also feature Uinsure’s director of sales Jason Berry, Connect Mortgages owner Liz Syms, Precise Mortgages sales director Roger Morris and Key Retirement technical director Dean Mirfin.
The first ever Financial Services Expo Cardiff will start with a speech from Robert Sinclair (pictured), chief executive of the Association of Mortgage Intermediaries.
The event being held at the SSE Swalec Stadium at Sofia Gardens on 29 June will also feature Uinsure’s director of sales Jason Berry, Connect Mortgages owner Liz Syms, Precise Mortgages sales director Roger Morris and Key Retirement technical director Dean Mirfin.
James Prosser, managing director of Front Events, organisers of FSE Manchester, said: “We have introduced FSE Cardiff because of the strength of the advisory market in this part of the world, and we wanted to deliver an exhibition that provided them with real value.
“Not only do we have over 40 exhibitors, a quality seminar programme and much more to offer, but for every person crossing over the Severn Bridge to attend we will reimburse their toll payment.
“This is all about making attendance as easy as possible and I’m sure the local advisory community will want to support an event which is specifically for them and their needs. We look forward to welcoming everyone to the SSE Swalec Stadium on the 29th June.”
The full day of seminars is as follows:
• 10-10:45 Robert Sinclair, Association of Mortgage Intermediaries: providing a closer look at the regulatory landscape of the mortgage market in 2016.
• 11-11:30 Jason Berry, Uinsure: how ignoring GI could be losing you money. Exploring how low ‘mortgage to GI’ penetration loses advisers £3m in commission each month – and how to make the most of the general insurance market for your clients.
• 11:45-12.15 Liz Syms, Connect Mortgages & Roger Morris, Precise Mortgages: Complex Buy to Lets – a broker and lender view. A session exploring sourcing finance for limited companies, navigating complex rental calculations, and other aspects of complex buy-to-let cases.
• 12:45-1.30 Dean Mirfin, Key Retirement: exploring market trends and opportunities in the retirement sector.
• 1:30-2:45 The Mortgage Market Panel Debate: a debate featuring the biggest names in the industry discussing what has already been a tumultuous year for the mortgage market, and what might be coming in the rest of 2016,post-EU referendum.