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

The owners have had a big payday: What about the advisers?

The owners have had a big payday: What about the advisers?

'Advisers are the backbone of financial planning businesses'

Roderic Rennison
clock 09 June 2026 • 5 min read
Editor's view: Top advice employers and the culture question

Editor's view: Top advice employers and the culture question

The editor's Friday Night Takeaway from 5 June

Jen Frost
clock 05 June 2026 • 3 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 05 June 2026 • 2 min read

In-depth

Workplace culture and the thriving financial advice practice

Workplace culture and the thriving financial advice practice

Best Financial Advisers to Work For 2026

Jenna Brown
clock 04 June 2026 • 10 min read
Labour leadership contest: What a change could mean for IHT on pensions

Labour leadership contest: What a change could mean for IHT on pensions

Advisers warned against banking on U-turn

Jen Frost
clock 28 May 2026 • 6 min read
Why advice firms need to be 'more intentional' when attracting new talent

Why advice firms need to be 'more intentional' when attracting new talent

Financial advice not seen as ‘a profession at all, let alone a first-choice career’

Sophia Panayi
clock 27 May 2026 • 8 min read