Professional Adviser Management Retreat 2023

Name: Professional Adviser Management Retreat 2023
Start: 2023-05-17T09:15:00
End: 2023-05-18T14:15:00
Location: Wotton House

17 May 2023

About the event

Professional Adviser’s inaugural Management Retreat 2023 is a specialist conference purpose-designed for senior advisers and the owners and directors of financial advice businesses. Come and hear from some of the leading experts on Consumer Duty; cybersecurity; tax and estate planning; vulnerable clients; platforms; technology; investment; retirement planning and more as you look to piece together the puzzle that is running an advice business in 2023. Network with your peers and some of the industry’s leading lights over dinner at the luxurious Wotton House hotel near Dorking in Surrey.

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Incisive Media

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Event Details

Professional Adviser Management Retreat 2023

17 May 2023 09:1518 May 2023 14:15

Wotton House , Guildford Road, Wotton, Dorking. RH5 6HS

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Incisive Media

Incisive Media is a business to business digital media and events business. We inspire, connect and inform through our market-leading brands. Working in our three core markets; financial services, enterprise technology and business sustainability, we provide analyst-grade insight, business intelligence and access to specialist networks of business professionals around the globe.