Join Wealthtime on Stand 65
Bridge your platform gap at PFS 2025
Join Wealthtime at the PFS National Conference 2025.
The National Conference is PFS’s biggest of the year, with 1,700 advisers and partners due to attend on 13 November. This year’s event is called Mind the Gap, and will centre around four key themes – The Advice Gap, The Talent Gap, The Generation Gap, and the Innovation Gap.
What to expect
Stop by for a cake, chat and a demo of one of our tools.
Ask about our…
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Investments and wrappers
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Platform technology and tools
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Service excellence team
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CGT calculator demo
Enquire or schedule a chat with us
Whether you’d like a platform demo, an informal chat about our platform capability and services, or to discuss how we can help with your pain points as an Adviser, our experts can help.
Whether you’d like a platform demo, an informal chat about our platform capability and services, or to discuss how we can help with your pain points as an Adviser, our experts can help.
Take our survey
What are your top pressures and pain points as an Adviser in 2025 and beyond?
Wealthtime is on a journey to build a platform around you, but we need feedback from the financial professionals using platforms day in, day out.
Meet our experts
Looking for someone to chat to on the day? We’ve got you covered.
Nick French
Commercial Director
David Edgar – RSM
Scotland and Northern Ireland
Matt Hall – RSM
North
Gareth Stickland – RSM
London and South
Sharon McLelland – RSM
West and Wales
Dave Healey – RSM
East
Colin Stone – BDM
North
Louise Ball – BDM
London and South
Speak to our partner DFM
Our partners Copia Capital will be joining us at PFS on stand 66.
How to find us
You can find Wealthtime on stand 65, and our partners Copia Capital Management on stand 66. Keep your eyes peeled for our expert platform ex, cupcakes and goodie bags.
Call our team today
Whether you're looking to start using our service, or simply have a question for us, we're just a phone call or email away. Lines are open 9am to 5pm Monday to Friday. To help us improve our service, we may record or monitor calls.
For Wealthtime platform queries, call
0345 680 8000
For Wealthtime Classic platform queries, call
03330 417 010