The Business of Advice 2026

Following a successful launch last year, The Business of Advice returns for 2026, with an even sharper focus on sharing practical advice which focuses firmly on the realities of running a financial planning firm.

This one-day conference is designed for sole traders, owners, directors and senior leaders who want to strengthen how their businesses operate, grow and serve clients in an increasingly complex and technology-driven environment.


Running a successful advice firm today demands commercial clarity, operational efficiency and the smart use of technology – including AI – to enhance productivity without losing the human connection that defines great advice.


This conference will deliver practical insights and fresh thinking on:

  • running a high-performing advice business
  • using AI and technology to improve efficiency
  • strengthening key operational functions (HR, legal, finance)
  • implementing changes that drive sustainable growth.


Whether you’re a sole trader or leading a growing firm, join us for a day of practical learning and peer discussion and leave with clear actions to strengthen and future-proof your business.

Event Detail

When

Thursday 10 September

08:30-15:40

Where

De Vere Grand Connaught Rooms, London, WC2B 5DA

Testimonials

Contact us

Planning With Confidence

Building certainty in an uncertain world



Our Autumn Roadshow will explore how advisers can help clients feel secure in the present while giving them greater confidence in what the future holds.


Ten roadshows begin in London on 15 September and conclude in Manchester on the 22 October.