PA Management Retreat 2024: Last chance to sign up!

Targeted two-day specialist event for owners and directors of advice firms

Professional Adviser
clock • 1 min read
PA Management Retreat 2024: Last chance to sign up!

Professional Adviser is pleased to welcome owners and directors of advice firms to sign up for our Management Retreat…

Building on the success of last year's inaugural event, 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 and Orbis Investments.

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 continuing professional development!

To view the agenda, click here

To register your place today, please click here

More on Your Business

Recently launched Succession Alliance forms board

Recently launched Succession Alliance forms board

Members include succession specialists from 7IM, MKC Wealth and Quilter

clock 19 March 2026 • 2 min read
All the advice firm acquisitions that have taken place in 2026

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

Professional Adviser
clock 19 March 2026 • 1 min read
Editor's view: Conflict trouble, oil and rubble

Editor's view: Conflict trouble, oil and rubble

The editor's Friday Night Takeaway from 13 March

Jen Frost
clock 13 March 2026 • 3 min read

In-depth

Advisers on Iran war: 'My advice goes well beyond just saying don't panic'

Advisers on Iran war: 'My advice goes well beyond just saying don't panic'

‘Clients are naturally concerned’

clock 11 March 2026 • 5 min read
What does the Schroders/Nuveen deal mean for Benchmark advisers?

What does the Schroders/Nuveen deal mean for Benchmark advisers?

ARs await deal impact amid future sale suggestions

Isabel Baxter
clock 26 February 2026 • 5 min read
The adviser firms private equity wants in 2026

The adviser firms private equity wants in 2026

'People-led durability is now the premium asset in 2026'

Laura Miller
clock 16 February 2026 • 7 min read