Club Events
we do things differently!
Where IFA Business Owners Connect, Collaborate and Empower themselves
Why Attend Our Events?
At The Financial Planning Club, our events aren’t just sit and listen events – they’re transformational experiences. Whether you’re looking to level up your business, connect with like-minded professionals, or simply get inspired, our events are crafted with purpose, energy, and a little bit of flair.
What we’ve done:
- London Sept 2024
- London May 2025
What’s coming up:
Leeds 26 Sept 2025
Birmingham 28 Nov 2025
Our Clients
Don’t just take our word for it
What brought you to this event today?
Describe our event
in one word....
What makes this club event different?
Our next face to face event:
Friday 26th Sept 2025 - Leeds
The Power of Influence: Unlock Growth Through Generations, Motivation & Referrals
FREE Event for Business Owners brought to you by The Financial Planning Club…
Join us for an exclusive event designed specifically for IFA Business Owners like you. This inspiring day is packed with powerful insights, tangible strategies, and practical tactics to fuel your business growth.
Expect game-changing content, plenty of time to collaborate with fellow business owners, and the chance to share experiences and spark new ideas. Walk away not just with inspiration, but with the confidence and tools to turn those ideas into action!
- 9.00am – 9.30am: Arrival and Refreshments
- 9.30am – 10:00am: Welcome, Connect and Kickoff
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10.00am - 11.15am: Intergenerational Motivators
Learn how to attract, serve, and retain clients across generations from Baby Boomers to Millennials so your firm thrives long into the future. - Refresh and Re-Connect
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11.30am - 1.00pm: Personal Motivators
Rediscover your “why.” Reconnect with the deeper purpose that powers your work—especially when challenges hit. - Lunch and Re-Connect
-
2:00pm – 4:00pm: Referrals That Actually Work
Ditch the awkward asks. Build a simple, repeatable system to turn happy clients into consistent brand advocates. - 4..00pm – 4:30pm: Summary, Empower and Wrap Up
- 4:30pm Onwards: Networking and Drinks
venue location
The Studio, LS1 4AW
Members
50
Upcoming face to face events:
Friday 28th November 2025 - Birmingham
The Power of Influence: Unlock Growth Through Generations, Motivation & Referrals
FREE Event for Business Owners brought to you by The Financial Planning Club…
Join us for an exclusive event designed specifically for IFA Business Owners like you. This inspiring day is packed with powerful insights, tangible strategies, and practical tactics to fuel your business growth.
Expect game-changing content, plenty of time to collaborate with fellow business owners, and the chance to share experiences and spark new ideas. Walk away not just with inspiration, but with the confidence and tools to turn those ideas into action!
- 9.00am – 9.30am: Arrival and Refreshments
- 9.30am – 10:00am: Welcome, Connect and Kickoff
-
10.00am - 11.15am: Intergenerational Motivators
Learn how to attract, serve, and retain clients across generations from Baby Boomers to Millennials so your firm thrives long into the future. - Refresh and Re-Connect
-
11.30am - 1.00pm: Personal Motivators
Rediscover your “why.” Reconnect with the deeper purpose that powers your work—especially when challenges hit. - Lunch and Re-Connect
-
2:00pm – 4:00pm: Referrals That Actually Work
Ditch the awkward asks. Build a simple, repeatable system to turn happy clients into consistent brand advocates. - 4..00pm – 4:30pm: Summary, Empower and Wrap Up
- 4:30pm Onwards: Networking and Drinks
venue location
The Studio, B2 5EP
Members
30
Our previous face to face events:
Thursday 8th May 2025
Partnered with and Sponsored by Fundment:
This event is one of our regular events where club members come together to connect and share experiences. With 60 business owners in attendance, it’s a prime opportunity for networking and collaboration. We also have a limited number of spots available for non-members who are interested in joining us for the day. Don’t miss the chance to empower your business and expand your network!
Expect a day of game-changing content, plenty of time to collaborate with fellow business owners, and the chance to share experiences and spark new ideas. Walk away not just with inspiration, but with the confidence and tools to turn those ideas into action!
venue location
Grand Connaught Rooms
Address
61-65 Great Queen Street, London WC2B 5DA
Members
60
Thursday 10th October 2024
The Power of influence: unlock growth through generations, motivations & referrals
Partnered with and sponsored by Charles Stanley, the Financial Planning Club is inviting 40 Club members to connect with us and collaborate with others, with the objective of empowering you and your business.
With a packed morning, there will be plenty of refreshments and, most importantly, ample time for networking with other like-minded business owners.
venue Offices
Charles Stanley
Address
25 Ropemaker Street, London, EC2Y 9LY
Members
40
Check out our youtube channel for our previous events