Winning Advisers North 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 22nd! 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 100-600 Independent Financial Advisory firms which typically have between £100M and £800M Assets Under Management and 3-20 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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Regulatory change
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Your Clients
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Technology & Innovation
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Your Business
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Products & Proposition
Get ready for a day like no other - where the sharpest minds come together to challenge thinking, spark debate, and uncover the next big opportunities.
Access Wealth Management
,Partner
Aisa Professional
,Director
Appleton Gerrard Private Wealth Management
,Chartered Financial Planner
Applewood Independent Limited A/R AFH
,Managing Director
Armstrong Watson Financial Planning Limited
,Financial Planning Director – Operations & Commercial
Asset Intelligence Portfolio Management Limited
,Director, Head of Research & Principal
Azets Wealth Management
,CEO
Azets Wealth Management
,Chief Operating Officer
Becketts Fs Ltd
,Director & Independent Financial Adviser
Becketts Fs Ltd
,Director
Boolers
,Business Owner & Chartered Financial Planner
Boolers
,Business Owner & Chartered Financial Planner
Broom Consultants Ltd
,Director
Canford & Castle Financial Planning
,Director
Clark Gillone A/R Finli Group
,Director
Coppice Wealth
,Managing Director
Corporate & Personal Investment Planning LTD
,Chief Executive Officer
Dodd & Co Wealthcare
,Director
Fairstone Financial Management Ltd
,Principal/Financial Planner
Fairstone Pensions & Wealth Management Services
,Corporate Director
Fensham Howes Ltd
,Managing Director, Private Client
Financial Affairs Ltd
,Managing Director
Finli (FLP) Ltd
,Managing Director
Finli (FLP) Ltd
,Director & Independent Financial Planner
Flowers McEwan Limited
,Director
Franklyn Financial Management Ltd A/R SJP
,Chief Operating Officer
Gerrard Stuart Financial Services Limited
,Director
Harris & Co Financial Planning Ltd
,Director
Ideal Financial Management Limited
,Financial Planner / Director
Independent Consultant
,Director
Informed Financial Planning
,Managing Director
Leodis Wealth Management A/R Amber River
,Head of Financial Planning
Lockhart Consultancy Ltd
,Director
Lynas Vokes Investments Ltd
,Managing Director
MWA Financial
,Partner Private Wealth
Margetts Wealth Management Ltd
,Managing Director
Markland Hill Wealth
,Chief Executive Officer
Mindful Financial Planning
,Director
Nicholls Stevens (Financial Services) Limited
,Managing Director
Pensionhelp Limited
,Business Development Manager
Perspective Financial Group Limited
,Internal Audit Manager
Prime Wealth Solutions
,Managing Director
Professional Independent Wealth Advice (PIWA)
,Chief Operating Officer
Prosperis Ltd
,Managing Director
Rice Whatmough Crozier LLP
,Senior Consultant
Simpson Wood (Financial Services) Limited
,Compliance & Operations Director
Symphony Financial Advisers Limited
,Managing Director
Symphony Financial Advisers Limited
,Director
TWP Financial Planning A/R Shackleton
,Managing Director
The Philanthropy Office
,Founder
Tier One Capital
,Wealth Manager
WDS Wealth Management Ltd
,Equity Partner & Director
Walden Capital
,Chief Executive Officer
threesixty services LLP
,Head of Compliance Monitoring
Adeptli
,Co-Founder
Buckingham Research & Consultancy Ltd
,Investment Consultant
Catalyst Partners
,Partner
Catalyst Partners
,Partner
Melo
,Chief Innovation Officer
Origo Services Limited
,FinTech Adoption Specialist
Sponsors
A fantastic investment of time, the agenda subjects were on point and really delved into current challenges within our business, so I am sure others will too. All facilitated to a high standard.
Director , Dodd & Co Wealthcare
From our May 2025 Event
Clare Frost
Conference and Delegate Relationship Manager
