Gareth takes the stage at a global conference
Published on July 17, 2025 by Blackstone
June brought a standout professional moment for Gareth as he had the privilege of speaking at a global conference of financial planners.
Gareth had the honour of speaking to several thousand people on the main platform and led a full hour-long Focus Session, presenting to a room packed with over a thousand financial planners from across the world. Gareth was sharing some thoughts and tips on how we are embracing automation within our practice to streamline some of the repetitive behind-the-scenes work.
Gareth said: “It was certainly a step up from the client speaking events I’ve done in the past — more than a little daunting at first, but ultimately an incredible experience. These events are a brilliant chance not only to share what we do, but also to pick up new ideas, challenge our thinking, and ensure we’re always improving how we look after clients.”
Next month, we have a team day planned to share some of the insights and fresh perspectives with the team to continue to enhance how we serve our clients.
If you’re interested, head to Gareth’s LinkedIn page to see a few photos and snippets from the event.
The team and their summer plans
Closer to home, there’s been a lot of holiday talk in the office. After all, what’s the point of careful planning if not to enjoy life
- Sheneen recently took some well-earned time off, choosing to enjoy the comforts of home and make the most of the good weather.
- Josie, meanwhile, is about to head off to Italy for a traditional family holiday. She’ll then be staying on a couple more weeks at her family home over there, trialling working abroad for a spell. We’re all slightly envious — and also curious to see if her Italian wi-fi can cope with our video calls!