Professional Adviser’s Management Retreat is a better way for owners and directors of financial advice businesses to engage with experts and get the knowledge needed to build and grow their business.

This unique event is packed with content and prime opportunities to network, providing an incredibly productive and engaging experience in a relaxed and informal setting. Thought-provoking sessions, with experts and thought leaders, will equip senior financial advisers with the actionable insights and practical strategies needed to navigate and drive long term success in today’s dynamic financial services landscape.

Attend informative sessions as well as time efficient boardroom workshops with leading investment houses including Atlantic House, Baillie Gifford, Benchmark Capital, Orbis Investments, Time Investments and Quilter Investors. Network with your peers and the industry experts over dinner at the luxurious Wotton House hotel near Dorking in Surrey. After lunch on day two you will be leaving with fresh and innovative ideas to take your business forward as well as eight hours of CPD!

Watch the 2024 highlights

PA Retreat 2024 Testimonials