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 18th! 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 in fund selection and investment research come together to challenge thinking, spark debate, and uncover the next big opportunities.
Sponsors
3D Financial Planning Ltd
,Director & IFA
Aisa Retirement Planning LLP
,Partner
Blackstone Moregate Ltd
,Chief Executive Officer
Blackstone Moregate Ltd
,Director
Blaxsell Financial Planning Ltd
,Director
Blaxsell Financial Planning Ltd
,Trainee Financial Planner
Broom Consultants Ltd
,HR Manager & Board Director
Broom Consultants Ltd
,Director
Burlington Associates Ltd
,Managing Director
Burlington Associates Ltd
,Director
Cavendish Ware Limited
,Director
Church's Financial Planning
,Managing Director
Clark Gillone A/R Finli Group
,Director
Clifton Asset Management PLC
,Managing Director
Crowe Financial Planning UK Limited
,Operations Director
Crowe Financial Planning UK Limited
,Managing Director, Financial Planning
Dartington Wealth Management Limited
,CEO
Douglas Steers & Company Ltd
,Director
Druthers Financial Planning
,Founder and Financial Planner
Fairstone Group
,Principal/Financial Planner
Fingerprint Financial Planning
,Financial Planner & Principal Partner
Finli Group
,Acquisitions Director
Franklyn Financial Management Ltd A/R SJP
,Chief Operating Officer
Generation Financial Services Ltd
,Director
Generation Financial Services Ltd
,Consultant
Goalistic
,Managing Director
Grosvenor Corlett Bird Ltd
,Director
HB Dobbin Financial Planning
,Director
Harding Financial 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
MWA Financial
,Partner Private Wealth
Matthew Douglas Ltd
,Director
Midsummer Wealth A/R Best Practice IFA Group
,Managing Director
Mindful Financial Planning
,Director
Montfort International Limited
,Principal
Moore Kingston Smith Financial Advisers
,Chartered Financial Planner & Managing Director
Morgan Peterson Ltd A/R New Leaf Distribution
,Director
Morgan Peterson Ltd A/R New Leaf Distribution
,Director
Nicholls Stevens (Financial Services) Limited
,Managing Director
One Financial Solutions Ltd
,Director
Parker Financial Advice Limited
,Independent Financial Advisor
Pathfinder Wealth Management
,CEO
Paul Young Independent Financial Advisors LLP
,Managing Director
Richardsons Financial Services Limited
,Director
Rouse Ltd
,Director & Financial Planner
S4 Financial Ltd
,Investment Director
Solidus IEP
,Managing Director
The Openwork Partnership
,Business Consultant
The Superbia Group
,Head of Financial Planning
Timothy James and Partners Ltd
,Director
Titan Wealth Planning
,Managing Director
True Potential Wealth Management LLP
,Wealth Management Partner
Walden Capital
,Director
Wardour Financial Planners Ltd
,Director
Wingate Wealth Management Ltd
,Founding Director & Chartered Financial Planner
Albert E Sharp LLP
,Investment Manager
Catalyst Partners
,Director
Catalyst Partners
,Partner
H&Z Consulting Ltd
,Consultant
Independent
,Project Director
Melo
,Chief Innovation Officer
Origo Services Limited
,FinTech Adoption Specialist
Keynote Speaker
,UK Business and Motivational Speaker
The Workplace Sleep Coach
,The Workplace Sleep Coach
Event’s latest information
View the Final Schedule of the Day and Draft Agenda
Sponsors
Speakers
Rory Maguire
CEO at Fundhouse
Alison Edgar MBE
Award-Winning Motivational Speaker & Business Expert
Nicole Ratcliffe
Sleep Expert
The most insightful and relevant conference for IFA's out there. Always take away something which is business changing!
Compliance & Operations Director , Simpson Wood (Financial Services) Limited
From our April 2026 Event
Clare Frost
Conference and Delegate Relationship Manager
