AdviceTech Catwalk 2025
Following the success of our AdviceTech Catwalk back in 2024, we’re ready to do it all over again this year!
Following the success of our AdviceTech Catwalk back in 2024, we’re ready to do it all over again this year!
Here’s how it’s going to work.
We want to give companies who are building exciting kit that advisers and planners might be using in the next few years a chance to show what they’re up to.
These are firms who don’t normally get to stand in the spotlight; they might be pre-revenue or even bootstrapping themselves out of the startup phase. We don’t care about that. What we do care about is that what they’re doing is genuinely different and potentially useful to UK advisers and planners.
We’ve selected five of the most exciting firms and invited them to strut their stuff. An expert panel of industry legends from across the sector will grill each one and there’ll be a chance for the audience to do the same. We’ll also have a couple of discussions and a keynote – all from seriously interesting people.
The five we’ve selected this year are:
At the end, before one of our legendary afterparties, the audience will get to vote on the Best In Show, and that firm will win an infinitesimally small prize of our choosing, along with bragging rights.
Sound like fun? Here’s how to get involved…
…IF YOU’D LIKE TO BE IN THE AUDIENCE
Tickets are £100 plus VAT. That also gets you free drinks and food and access to the afterparty.
…IF YOU’RE AN EARLY-STAGE TECH FIRM
Please note applications for Catwalk 2025 are now closed. More info on the process is available here.
Felicia is a fintech entrepreneur and non-executive director at Platform One and Delio. She has founded and co-founded several businesses including Engage Smarter AI and a cash platform fintech, and held senior roles at Howden, FNZ and Alexander Forbes. Passionate about innovation, Felicia is also co-founder of Hive Founders & Womankind Ventures. She has been recognised on the Innovate Finance Women in Fintech Powerlist of senior leaders and is an Everywoman in Technology award winner.
Helena Wardle is an experienced chartered financial planner, co-owner of Smith & Wardle and founder of Money Means, a new financial planning app. She is a passionate advocate for fighting the advice gap. Having seen from the inside how the financial planning industry is failing to help more people’s needs, she has shaped Money Means to make a dent in a big industry problem.
James is managing director, client management and business development, at FNZ. His role involves working with FNZ’s partners to drive strategic value, strengthen relationships and support clients across key market segments. Passionate about transforming wealth management through innovation, James joined FNZ in February 2025 from Santander, where he held several senior roles driving growth and digital transformation. These included heading up the bank’s UK wealth management and insurance division, as well as Santander’s digital investing channels and platforms in the UK and globally.
Roman became group president for FNZ in August 2024. He is the former CEO of securities services and digital at BNY, where he restructured the organisation, launched products and led more than 25,000 people across 30 countries. Roman’s previous roles include chief digital officer at BNY Mellon and as a partner and managing director at Boston Consulting Group. Throughout his career, he has worked across North America, Europe and Asia Pacific, and has started multiple fintech ventures and partnerships.
Simon serves as executive director across the Radiant Financial Group, where he oversees corporate governance, business strategy, operational delivery and regulatory compliance. With over 40 years’ financial services experience across a variety of senior leadership roles, he has a deep understanding of the sector, particularly within retail advice and asset management. Simon is passionate about building resilient, client-centric financial organisations that deliver sustainable value. Most importantly for him, trusted, respected, resourced and well rewarded teams should always create a great business.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
