Welcome to the Professional Adviser
Working Lunches Series 2023

Professional Adviser is partnering with a number of sponsors to host a series of 1 hour physical and online Working Lunch sessions addressing key issues affecting advisers and their clients during this challenging period. These are FREE to advisers and will either be held at venues around the UK or via the Zoom platform where no special software is required.

New sessions will be announced on an ongoing basis. All Working Lunches qualify for CPD and attendees will qualify for one ticket (per event attended) in our December £2,500 Virgin gift card prize draw.

N.B. Live events are complimentary to UK Senior Financial Advisers who are CF30 registered, with a maximum of two attendees per company. Places are limited and will be allocated on a first come first served basis. We reserve the right to charge you if you don't attend and don’t cancel at least 48 hours before your booked event.

Upcoming working lunches

We are delighted to announce the dates for the upcoming working lunches.

Benchmark and GSAM 6th June 2023

Exeter Golf and Country Club

Benchmark and GSAM 22nd June 2023

Grand Hotel, York

Baillie Gifford 28th June 2023


Baillie Gifford online 9th August 2023



For booking and logistic queries, contact:
Jo Gilbey
Delegate Relationship Manager
020 7484 9949
For sponsorship queries, contact:
Andrew O'Kelly
Business Development Director
07973 552381