Festival of Finance

Birmingham Repertory Theatre
Tuesday 29 September 2026

The Festival of Finance marks the launch of a bold, new flagship event for the UK financial advice and wealth management profession.

Too many events focus on what has already happened. The Festival is built to help you anticipate what’s coming next, and to compare how leading firms are adapting their growth models, propositions and operating choices in real time.

This is not just another conference.

From over a decade of convening senior leaders through A Meeting of Minds, we know what makes a day out of the business genuinely worthwhile: Insight into priorities and direction for the next 12-24 months (including key areas of regulatory focus), not a rehash of published guidance. Direct commentary on active themes shaping the market, from retirement income and consolidation to advice models and efficiency. Clarity on where thinking is still evolving or unresolved, and what ‘good’ looks like in practice. Peer-led, experience-based learning: what firms are changing, testing and improving, not what vendors are selling.

Firm owners, principals and senior advisers

From boutique firms to larger discretionary and hybrid models

CEOs, COOs, Heads of Advice, Investment, Operations, Compliance and Growth

Investment, retirement, protection, platform and proposition leaders

Advice tech, AI, data, CX and digital enablement specialists

Contributing insight, perspective and market context

Connecting today’s decision-makers with tomorrow’s leaders

What to expect?

Your festival journey is built around five zones with clearly signposted sessions for different seniority levels including protected, private senior executive lounges for small-group discussion and peer benchmarking.