1. How my business grew & questions to ask a private banking partner 2. Maximising the value of cashflow modelling & working effectively with Paraplanners

Speaker Bios

Graeme Price

Graeme is head of the Strategic Partnerships Team at UBS, which deals solely with selected Financial Planning professionals. Graeme has spent 25 years within the financial services sector, in a variety of roles, having started in accountancy, before working in both direct sales and as an IFA.  He then moved in to the Life company sector covering a wide range of sales roles.  He joined UBS in 2007, with responsibility for the identification of strategic partners, consulting with them to complement and enhance their existing business models and value propositions.  Graeme has spoken at numerous IFP events up and down the country on a wide range of topics. 

Martin Vaughan

Martin has worked in financial services for over 20 years, initially as an adviser and for the last 12 years as a Paraplanner and technical consultant.

In 2008 he set up an outsourced Paraplanning company to provide highly technical, highly bespoke suitability reports and financial plans to discerning Financial Planners and Advisers along with training and consultancy services.  In addition to working within his company, he has been instrumental in writing and creating the Paraplanner qualifications for the IFP and CII; he was the Paraplanning industry expert for the FSSC; co-founded the paraplanner.com and was awarded the IFP Tony Sellon memorial award in 2010 for his work.