Professional Adviser Management Retreat 2023

17th - 18th May
Wotton House, Dorking

Professional Adviser’s inaugural Management Retreat is a specialist conference purpose-designed for senior advisers and the owners and directors of financial advice businesses.

Come and hear from some of the leading experts on Consumer Duty, cybersecurity, tax and estate planning, vulnerable clients, platforms, technology, investment, retirement planning and more as you look to piece together the puzzle that it running an advice business in 2023.

Attend presentations from former Personal Finance Society chief executive Keith Richards, Technical Connection’s Tony Wickenden, Mazars, and Unique Financial Planning managing director Philip Martin, as well as boardroom workshops from six leading investment houses including Albemarle Street Partners, Baillie Gifford, Benchmark Capital, Goldman Sachs Asset Management, Orbis Investments and TIME Investments.

Network with your peers and some of the industry’s leading lights over dinner at the luxurious Wotton House hotel near Dorking in Surrey and leave the conference after lunch on day two with some fresh and innovative ideas on how to take your business forward as well, of course, as eight hours of CPD!