Change Agents

Sarah Steele, Ops Director, Yellowtail: 'Leave the Ego at the Door'

Clients value trust and connection over technical expertise. This session explores why emotional intelligence, vulnerability, and active listening are the real differentiators in financial planning—and how embracing them strengthens relationships and transforms your business.

Tom Morgan, DipPFS, Founder, Orca Wealth: 'Die with Zero: The Real Purpose of Financial Planning'

True financial planning isn’t just about wealth—it’s about living fully. Learn how shifting the conversation from accumulation to meaningful experiences helps clients spend, gift, and retire sooner, deepening engagement and driving business growth.

Guy Skinner, DipFA MIFS, Director & IFA, Citygate Financial Planning: 'Don't Worry, Be Happy!'

Financial planning protects more than money—it protects futures. This session highlights how advisers provide security, stability, and peace of mind, ensuring clients and their families have choices when it matters most.

Heather Murray, Founder & CEO, AI for Non-Techies

AI isn’t the future - it’s the present. From streamlining client service to boosting marketing, sales, and even personal productivity, AI is transforming the way financial advisers work. In this fast-paced session, we’ll showcase 10 game-changing AI tools that can help you save time, enhance client relationships, and run a smarter, more efficient business. Whether you’re an AI sceptic or already experimenting, you’ll leave with practical insights—and tools you can start using immediately.

Key takeaways:
✅ The must-have AI tools that will supercharge your efficiency and effectiveness
✅ How to use AI for client service, marketing, productivity, and even wellbeing

James Dent, Founder Director, The Family Elephant

More info to follow

Brett Davidson, Founder of FP Advance and the Uncover Your Business Potential Programme

What happens when three of the sharpest minds in financial planning share their biggest breakthroughs? You get a session packed with insights that could redefine your business strategy.

Join Brett Davidson, founder of FP Advance, as he hosts an exclusive panel with Pete Matthew, CEO of Jackson’s Wealth Management and host of the Meaningful Money podcast, & Daniel Glover, Managing Director at Pacem Advisory.

These industry leaders will reveal the game-changing moves that took their firms to the next level. Expect real-world insights, fresh perspectives, and practical takeaways you can implement immediately.

Key takeaways:
✅ The most impactful strategies top firms have used to scale and succeed
✅ Actionable ideas to future-proof and elevate your business

Karthica Underwood, COO, Timeline & Chirine Harb, COO, Capital Asset Management

Scaling any business isn’t just about ambition - it’s about having the right operational strategy in place. In this powerhouse session, Chirine Harb, COO of Capital Asset Management, and Karthica Underwood, COO of Timeline, share the essential blueprint for building an efficient, scalable, and high-performing business.

From streamlining processes to leveraging technology and fostering the right team culture, they’ll reveal the critical systems and strategies that drive sustainable growth. Whether you're refining your operations or gearing up for rapid expansion, this session will give you the insights to take your firm to the next level.

Key takeaways:
✅ The must-have operational foundations for scaling successfully
✅ How to create efficiency, enhance client experience, and future-proof your firm

Cirque Bijou Samba Team

In this high-energy session, you’ll learn how to move with confidence, connect with the music, and embody the joy and passion of this iconic Brazilian dance style. Whether you're a beginner looking to step onto the dance floor for the first time or an experienced dancer eager to refine your skills, this workshop will help you build coordination, rhythm, and a deeper appreciation for samba culture. Get ready to unleash your inner dancer—one step at a time.

✅Master fundamental samba steps and footwork for a strong foundation.
✅Improve coordination, rhythm, and musicality through guided movement exercises.
✅Develop confidence and expression in your dance style.
✅Experience the joy of Brazilian dance culture in an inclusive, uplifting environment.
✅Boost your fitness, flexibility, and stamina while having fun

Step into the rhythm—your samba journey starts here.

Verona Kenny, Abrdn & Nick Eatock, intelliflo

More info to follow

Thomas Hogg, Timeline

At last year's Adviser 3.0, Abraham and Thomas stood on stage and announced a new, integrated investment platform. This year, we have four major announcements. Ask yourself: can you miss out on that? To find out what is coming next in our industry, join Timeline's Chief Product Officer Thomas Hogg at this live demo and hear about Timeline's direction of tech travel for the rest of the year.

Simon Rogerson, Founder and CEO, Octopus Group

More info to follow

Anwiti Bahuguna, Northern Trust Asset Management, Caroline Shaw, Fidelity & Laurentius van den Worm, Timeline

In this candid discussion, Anwiti Bahuguna (CIO, Multi-Asset, Northern Trust) and Caroline Shaw (Portfolio Manager & Head of Multi-Asset, Fidelity) will tackle some of the biggest investment questions:

• Is the traditional equity-and-bond mix too plain vanilla? Should multi-asset portfolios broaden their horizons to include alternative assets?

• Does tactical asset allocation actually add value, or are long-term strategic bets the only ones that matter?

• With US markets—and the Magnificent 7—dominating indices, is market concentration becoming a systemic risk? Should passive investors explore alternative index structures like factor-based or equal-weighted strategies?

• What myths does the investment industry keep selling, and what should we be questioning more?

Moderated by Laurentius van den Worm, this session goes beyond surface-level debates to challenge assumptions, uncover blind spots, and explore what truly matters for investors today. Expect strong opinions, fresh perspectives, and a discussion that cuts through the noise.

Join Jessie Laute, one of the UK’s leading breath coaches, for an immersive workshop exploring the transformative power of breathwork. With nearly a decade of experience, Jessie has helped countless individuals harness their breath to manage stress, boost energy, and enhance overall wellbeing.

In this engaging session, you’ll discover how the way you breathe directly impacts how you feel—physically, mentally, and emotionally. Through guided techniques, you’ll learn how to regulate emotions, improve focus, and cultivate a sense of calm and clarity. Whether you’re looking to reduce anxiety, improve sleep, or enhance performance, this workshop will provide you with the tools to take control of your wellbeing—one breath at a time.

Advisory AI

Firenze 

Marloo - Hardy Michel, Cofounder

Otto - Madeleine Debney, Cofounder

Samantha Russell, Chief Evangelist at FMG

What sets the fastest-growing financial advice firms apart? It’s not just great service—it’s strategic, high-impact marketing. Samantha Russell, Chief Evangelist at FMG, reveals the marketing tactics that today’s most successful firms are using to attract more clients, build trust at scale, and stand out in a crowded market.

From digital presence to client engagement strategies, this session will break down the exact approaches that drive real growth—and how you can apply them to your own business. If you want to supercharge your marketing and accelerate your firm’s success, this is a must-attend session.

Key takeaways:
✅ The marketing strategies that separate hyper-growth firms from the rest
✅ Actionable tactics to attract, engage, and convert more ideal clients

Katherine Waller & Ollie Saiman, Cofounders, SixDegrees

For entrepreneurs and business owners with £3M–£50M in investable assets, wealth is no longer just about accumulation - it’s about purpose. Yet, many in this segment are over-invested and under-advised, lacking the strategic guidance to align their wealth with their values and aspirations.

This session explores how financial planners can create a compelling proposition for these high-net-worth individuals - moving beyond portfolio management to deliver deep, purpose-driven advice. Discover how to engage clients in conversations about purpose, their ecosystem and what influences them, elevating your role from adviser to trusted partner in their wealth journey.

Key takeaways:

✅ How to position your firm to attract and serve the £3M–£50M client segment effectively

✅ Strategies to connect wealth with purpose and build deeper, more meaningful client relationships

Claire Trott, Director, Technical Connection

The landscape of pensions, death, and tax planning is evolving rapidly, and the changes coming post-2027 will reshape how we advise clients on their long-term financial strategies. Claire Trott, Director at Technical Connection, explores the key developments on the horizon and how to prepare for them now.

In this session, Claire will aim to uncover the crucial pension, tax, and estate planning strategies that will be vital for clients in the years to come. Learn how to navigate upcoming legislative changes, optimise tax efficiency, and provide clients with robust, future-proof advice to ensure their wealth is protected and passed on as they intend.

Key takeaways:

✅ Key pension, death, and tax changes expected after 2027—and how to adapt your strategies
✅ Actionable insights to enhance client planning and ensure long-term financial security

Julian Gilbert & Katherine Pautard, Wealth Matters

Scaling a financial planning business requires more than just growing your client base—it’s about building the right structure and team to support sustained success. Julian Gilbert & Katherine Pautard from Wealth Matters share the proven strategies that enabled their firm to scale to a multi-million pound business, with Certified/Chartered advisers and support staff.

In this session, you’ll learn that to grow beyond a certain scale, you will need to create a senior leadership team, truly understand your company finances and know the key drivers of organic and inorganic growth. If you want to scale effectively without losing the personal touch, this session will show you how.

Key takeaways:
✅ How to scale your firm to £4M+ in revenue with a lean, efficient team
✅ Strategies for building a strong, client-centric support structure

In this immersive session, participants will learn the fundamental movements of Capoeira, including the Ginga (the signature rhythmic step), basic kicks, dodges, and transitions, and, depending on the group’s ability, an introduction to basic acrobatics. Guided by experienced practitioners, you’ll explore the flow and creativity that make Capoeira unique, while building agility, coordination, and confidence.

Whether you’re a complete beginner or have experience in movement-based disciplines, this workshop will introduce you to the foundations of Capoeira in an engaging and supportive environment.

Experience:
✅ Develop a strong understanding of Capoeira’s fundamental stances, kicks, and evasions.
✅ Gain an introduction to Capoeira’s acrobatic elements (tailored to the group).
✅ Improve mobility, balance, and coordination while having fun 

Major Tim Peake CMG

The first British ESA astronaut to visit the International Space Station

Dr Meghaan Lurtz

Leading expert on the psychology of financial planning

Sir Chris Hoy MBE

Sporting icon and British Olympic legend.

Dr Daniel Crosby

Psychologist & Bestselling Author of The Soul of Wealth

Abraham Okusanya

Founder & CEO

Timeline

Samantha Russell

Chief Evangelist

FMG

Brett Davidson

Founder of FP Advance and the Uncover Your Business Potential Programme

Katherine Waller

Co-Founder

Six Degrees

Sarah Steele

Operations Director

Yellowtail Financial Planning

Tom Morgan DipPFS

Founder & Financial Planner

Orca Wealth

Karthica Underwood

COO

Timeline

Ollie Saiman

Co-Founder

Six Degrees

Verona Kenny

Chief Distribution Officer

abrdn

James Dent

Founder Director

The Family Elephant

Chirine Harb

Chief Operating Officer

Capital Asset Management

Julian Gilbert

Founder & Director

Wealth Matters

Heather Murray

Founder & CEO

AI for Non-Techies

Simon Rogerson

Founder and CEO

Octopus Group

Katherine Pautard CFP™

Partner

Wealth Matters

Nick Eatock

CEO and Co-Founder

intelliflo

Claire Trott 

Divisional Director of Retirement & Holistic Planning

St James's Place

Madeleine Debney

Co-Founder

Otto

Anwiti Bahuguna

CIO for Global Asset Allocation

Northern Trust Asset Management

Pete Matthew

CEO

Jackson's Wealth Management

Caroline Shaw

Portfolio Manager 

Fidelity

Guy Skinner

Director & Financial Adviser 

Citygate Financial Planning

Hardy Michel

Co-Founder

Marloo

David Newman

CEO

Firenze