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

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

Attendees will be able to make the most of time efficient boardroom workshops with leading providers including Albemarle Street Partners, Benchmark and Orbis Investments. In the evening, you will join industry experts for a relaxing dinner with your peers at the luxurious Wotton House hotel near Dorking in Surrey. After lunch on day two you will be leaving refreshed and bursting with innovative ideas to propel your business forward as well as eight hours of CPD.

Watch the 2024 highlights

PA Management Retreat 2024 Testimonials