Club Events

we do things differently!

Where IFA business owners connect, collaborate, and empower themselves.

Our in-person events aren’t “sit and listen.”
They’re high-energy, practical days built to move your business forward, with the right people in the room and real conversations that don’t happen anywhere else.

Come if you want:
• Fresh ideas you can actually apply
• A room full of owners who “get it”
• Confidence, clarity, and momentum (not just inspiration)

Attend our next event

Why Attend Our Events?

IMG_3102_jpg


At The Financial Planning Club, our events are transformational experiences, designed with purpose, energy, and a little bit of flair.

Whether you’re looking to level up your business, connect with like-minded professionals, or get re-inspired, you’ll leave with:

• Clear next steps.
• New thinking.
• A stronger network.
• Ideas you’ll be excited to implement.

What’s coming up

13th March 2026, Manchester, the studio venue

17th April 2026, Bristol, Doubletree Hilton

18 September 2026, Glasgow, the studio venue

6 November 2026, London, Venue TBC

Past events

London – September 2024
London – May 2025
Leeds – September 2025
Birmingham – November 2025

Don’t just take our word for it

Feedback from previous attendees:

“Not just ideas, I left with a plan I could action.”
“The peer discussion was gold.”
“Finally, a practical approach to referrals that isn’t awkward.”
“Fantastic insight into client referrals – really valuable.”
“Great mix of interactivity and guided exercises.”
“I loved the opportunity to meet other advisers and share ideas.”
“Brilliantly run – I left buzzing with ideas!”
“Best day I’ve had in ages for growing my business.”
“Finally cracked how to engage the next generation without losing our current clients.”
“My team walked out motivated with clarity on the next 90 days.”

Describe our events in one word....

"ILLUMINATING"
Karen Ritchie
"IDEAS"
Bryony Evans
"INSPIRING"
Christina Henderson
"COLLABORATE"
Louise Fish
"EXCITING"
Nick Hutchings

What makes these events different?

Everyone's very eager to learn from each other, so I think the main difference has been the energy. There are no egos and are very much collaborative focused.
Tom Hind
Saturn AI

join us for our next event

READY TO SEE WHAT ALL THE HYPE IS ABOUT?

Attend our next event

what the day looks like

  • 9.00am – 9.30am: Arrival and refreshments.
  • 9.30am – 10:00am: Welcome, Connect, and Kickoff.
  • 10.00am – 11.15am: Personal Motivators (rediscover your “why”).
  • 11.15am – 11.30am: Refresh and re-connect.
  • 11.30am – 1.00pm: Intergenerational Communication.
  • 1.00pm – 2.00pm: Lunch and re-connect.
  • 2:00pm – 3.:30pm: Referrals That Work .
  • 3.30pm – 4:00pm: Summary, Empower, and Wrap Up.
  • 4:00pm onwards: Networking and drinks.

Contact the Financial Planning Club

Join The Financial Planning Club and experience a collaborative community with trusted financial service professionals.
Complete the form below and a member of our team will be in touch.

Name
Job role
How can we help?