Financial Advice Forum
EARLY BIRD TICKETS AVAILABLE NOW
UK financial advisers are operating at a time of heightened economic and market uncertainty, regulatory recalibration, technological disruption, and shifting client expectation.
Recent budget changes have made tax planning more urgent, while the FCA’s Advice Guidance Boundary Review could redefine what constitutes financial advice. At the same time, advisers face stricter scrutiny under the regulator’s Consumer Duty protections, their operational costs are rising, and the competition for clients is increasing. Technology is offering new solutions, but adviser capacity remains stretched, and business models are coming under pressure.
Will the adoption of new technologies narrow the advice gap or expose new risks? Can independent firms remain competitive in a market increasingly dominated by vertically integrated giants? How should advice businesses position themselves stay relevant in the future?
Now in its 7th year, FT Adviser's Financial Advice Forum returns on 25 September 2025, bringing together financial advice firm principals, wealth managers, discretionary fund managers, and mortgage and protection brokers for practical insights and peer exchange. This CPD-accredited event will feature insightful panels, interactive workshops, and networking opportunities, equipping attendees with the strategies to navigate the complexities of the current financial landscape.
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KEY THEMES
Client acquisition and retention: Engaging next-gen clients and improving multi-generational advice.
Investment strategy: Geopolitical risk, US market concentration, and new portfolio tools.
Regulation and Consumer Duty: Ongoing regulatory scrutiny, Consumer Duty enforcement, and Advice Guidance Boundary reform.
Technology and AI: Data and automation use cases to improve advice and efficiency.
Retirement and estate planning: Decumulation, IHT reform, and intergenerational wealth transfer.
Future of the industry: Consolidation, M&A, and the advice business of the future.
THE EARLY BIRD
GROUP ADVISER PASS
Group discount for 3 passes.
Gain access to all in-person sessions.
Network and connect with your peers during the drinks reception and gain access to the networking community platform.
£90 £54
Full price £90 from 19 July 2025
This ticket is for financial advisers, financial planners, wealth managers, DFMs, and brokers.
Should you wish to attend and you do not qualify for this ticket, please email ftevents@ft.com.
THE EARLY BIRD
IN-PERSON ADVISER PASS
Gain access to all in-person sessions.
Network and connect with your peers during the drinks reception and gain access to the networking community platform.
£100 £60
Full price £100 from 19 July 2025
This ticket is for financial advisers, financial planners, wealth managers, DFMs, and brokers.
Should you wish to attend and you do not qualify for this ticket, please email ftevents@ft.com.
CONFIRMED SPEAKERS INCLUDE:
SUPPORTING PARTNERS
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Who attended last year's summit?
View the companies that attended in 2024 by clicking below.
Access our adviser booklet
Access key insights from our esteemed speakers. Discover strategies for standing out in the advisory market, engaging younger generations to bridge the advice gap, and excelling in the field.
Speaking Opportunities
Audrey Cordelle
audrey.cordelle@ft.com
General Enquiries
Claire Harris
claire.harris@ft.com
UNDERSTAND
Gain insight into the latest regulatory shifts and market trends from top industry experts and regulatory bodies.
CONNECT
Meet and network with influential figures across the financial advice community, including advisory business owners, regulators, and FT Adviser journalists.
DISCOVER
Explore innovative strategies and tools to grow your business, improve client outcomes, and prepare for the future of advice.
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