Winning Advisers South is a deep dive into the key drivers of productivity, profitability, and industry trends shaping the future of financial advice. Expect insightful discussions, valuable connections, and fresh perspectives to help your business thrive.
But the experience goes beyond the boardroom. Join us the evening before for an exclusive networking dinner, complete with a subsidy for your overnight stay. The gathering isn’t just any dinner - prepare for a surprise entertainment experience revealed on the 8th! Previous years have featured magicians, singers, dancers, and even famous footballers, making it a night to remember.
Who will be in the room?
Business heads from the top 100-500 Independent Financial Advisory firms which typically have between £100M and £700M Assets Under Management and 5-20 advisers.
What does it cost?
- Participation is by invitation only, there is no fee to attend and is CPD accredited
Benefits of attending - how the event is shaped
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Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships
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Strategic collaboration – share best practices and tackle key industry challenges through an informal breakfast, a seated lunch, and post-event drinks to keep the ideas (and the good times) flowing
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Visionary inspiration – hear from brilliant keynote speakers providing key insights into the latest industry news and innovations
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Tailored experience – customise your itinerary with roundtables and discussions on the topics that matter most to you
Be captivated by exclusive upcoming roundtable discussions that include:
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Economics & geopolitics
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Regulation
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Client evolution
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Productivity
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Growth
Get ready for a day like no other - where the sharpest minds in fund selection and investment research come together to challenge thinking, spark debate, and uncover the next big opportunities.
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3D Financial Planning Ltd
,Director & IFA
Adviser Business Solutions Ltd
,CEO
Aisa Professional
,Director
Aisa Retirement Planning LLP
,Partner
Atlas Wealth
,Financial Adviser
Blackstone Moregate Ltd
,Chief Executive Officer
Blackstone Moregate Ltd
,Director
Blaxsell Financial Planning Ltd
,Director
Broom Consultants Ltd
,HR Manager & Board Director
Broom Consultants Ltd
,Chairman
Burlington Associates Ltd
,Director
Cavendish Medical Ltd
,Chief Executive Officer
Church's Financial Planning
,Managing Director
Clark Gillone A/R Finli Group
,Director
Crowe Financial Planning UK Limited
,Managing Director, Financial Planning
Crowe Financial Planning UK Limited
,Operations Director
Dartington Wealth Management Limited
,CEO
Douglas Steers & Company Ltd
,Director
Executive Advisory Services Limited
,Chairman
Fairstone Financial Management Ltd
,Principal/Financial Planner
Fingerprint Financial Planning
,Financial Planner & Principal Partner
Finli (FLP) Ltd
,Director & Independent Financial Planner
Four Pillars Financial Planning
,Director
Generation Financial Services Ltd
,Consultant
Generation Financial Services Ltd
,Director
Goalkeep
,Managing Director
Grosvenor Corlett Bird Ltd
,Director
HB Dobbin Financial Planning
,Director
Heron House Financial Management Limited
,Managing Director
Holden & Partners LLP
,Managing Partner
Informed Choice Ltd
,Managing Director
John Lamb Hill Oldridge Limited
,Managing Director
Lewis & Co (Investments & Pensions) Limited
,Director
Lynas Vokes Investments Ltd
,Managing Director
MWA Financial
,Director
Makemson & Company Limited
,Co-Director
Matthew Douglas Ltd
,Director
Montfort International Limited
,Principal
Moore Kingston Smith Financial Advisers
,Chartered Financial Planner & Managing Director
Nicholls Stevens (Financial Services) Limited
,Managing Director
Panacea Adviser
,Chief Executive Officer
Parker Financial Advice Limited
,Independent Financial Advisor
Richardsons Financial Services Limited
,Director
Rouse Ltd
,Director & Financial Planner
The Superbia Group
,Head of Financial Planning
Thomson Tyndall
,Managing Director
Timothy James and Partners Ltd
,Financial Adviser
Timothy James and Partners Ltd
,Director
True Potential Wealth Management LLP
,Wealth Management Partner
Walden Capital
,Director
Walden Capital
,Chief Executive Officer
Warden Consulting
,Founder
Wardour Financial Planners Ltd
,Director
Wingate Wealth Management Ltd
,Founding Director & Chartered Financial Planner
BareRock Limited
,Chief Operating Officer
Catalyst Partners
,Partner
Catalyst Partners
,Director
Independent
,Project Director
Melo
,Chief Innovation Officer
Ocorian (UK) Limited
,Consulting Lead
Wild Ochre Consulting
,Founder
Zero2one Wealth Limited
,Managing Director
Boxlight
,TBC
Keynote Speaker
,Chief Research Officer
Buckingham Research & Consultancy Ltd
,Investment Consultant
Financial Conduct Authority
,Manager
Financial Conduct Authority
,Lead Associate
SBR Consulting
,Management Consultant
UK Community Foundations
,CEO
Headline Sponsors
Speakers
James Kanagasooriam
Chief Research Officer
Jimmy McLoughlin OBE
Founder at Boxlight
Martin Brooks
Body Language Expert, Business Media Commentator & Entrepreneur
Very good as always - always appreciate the fact that it is not a product provider push.
Director , Matthew Douglas
From our October 2024 Event
Clare Frost
Conference and Delegate Relationship Manager
