Whether you’re looking to upskill, network with industry peers, or stay ahead of the latest trends in financial planning, advice, fintech, or data analytics, attending the right event can make all the difference.
We’ve compiled a comprehensive list of the top events happening across the UK in 2025, which are perfect for financial advisers, financial planners, paraplanners, and other professionals working in wealth management and other financial services.
PA360 Conference 2025
Date & Location: Thursday, 1 May 2025 | Convene 133 Houndsditch, London
Overview: PA360 offers practical insights for financial advisers to navigate changes in the sector, including regulatory shifts, technological advancements, and evolving client expectations.
Highlights: Sessions on adviser tech ecosystems, client outcomes, and business processes.
Who Should Attend: Independent Financial Advisers, Financial Advisers, Heads of Financial Planning, Paraplanners, Financial Planners, Investment Advisers, Business Principals, Heads of Insurance, Heads of Investment, Heads of Mortgage, Business Resource Managers, Compliance Managers, Heads of Operations, Heads of IT, Heads of Compliance
Morningstar Investment Conference UK 2025
Date & Location: Wednesday, 7 May 2025 | Convene Sancroft, St. Paul’s, London
Overview: Centered around the theme “Enduring Principles, Evolving Strategies,” this conference explores the shifting investment landscape, examining rapid advancements in markets, investment vehicles, and crucial practice management topics.
Highlights: Keynote by Alastair Campbell on the geopolitical landscape; panel discussions on AI, ESG integration, and private markets; FCA update tailored for advisers.
Who Should Attend: Financial advisers, wealth managers, Paraplanners, Fund Selectors, and investment professionals.
Adviser 3.0 Conference 2025
Date & Location: Thursday, 15 May 2025 | Magazine London, 11 Ordnance Crescent, SE10 0JH
Overview: Adviser 3.0 is a premier event for financial planners, offering actionable insights into the future of financial advice. The conference features over 20 sessions across five stages, covering topics such as technology, artificial intelligence, business growth, client communications, succession planning, and leadership.
Highlights: Keynote address by Major Tim Peake, renowned astronaut; Presentations by industry experts including Dr. Meghaan Lurtz, Abraham Okusanya, and Brett Davidson; Rio Carnival-themed atmosphere with vibrant workshops and networking opportunities; Culinary delights featuring a Brazilian buffet and BBQ; Evening drinks reception followed by an unforgettable after-party
Who Should Attend: Financial Planners, Independent Financial Advisers, Heads of Financial Planning, Paraplanners, Investment Advisers, Business Principals, Compliance Managers, Heads of Operations, Heads of IT, and other professionals in the financial advice sector.
IFW Annual Conference & Awards 2025
Date & Location: Monday, 19 – Tuesday, 20 May 2025 | Belton Woods Hotel, Spa & Golf Resort, Belton NG32 2LN
Overview: This conference focuses on financial wellbeing, with expert-led talks and discussions aimed at helping professionals identify, understand, and implement strategies for long-term client satisfaction.
Highlights: Networking opportunities, expert discussions, and an awards dinner celebrating excellence in financial wellbeing.
Who Should Attend: Event is open to all. Recommended for financial advisers interested in enhancing client wellbeing and integrating holistic approaches into their practice.
NextGen Planners 2025 Conference
Date & Location: Wednesday, 9 – Thursday, 10 July 2025 | Victoria Warehouse, Manchester
Overview: A conference designed for the next generation of financial planners, focusing on innovative content, interactive sessions, and personal and professional growth.
Highlights: Festival format with six stages, diverse speakers, and a dedicated evening event for networking and celebration.
Who Should Attend: Financial Advisers, Financial Planners, Paraplanners. Recommended for emerging financial planners and advisers looking to connect with peers and gain fresh perspectives.
CDAO Financial Services & Insurance UK 2025
Date & Location: Tuesday, 9 September 2025 | London
Overview: Europe’s leading data and analytics event for financial services and insurance, discussing the latest trends, challenges, and opportunities in data and analytics.
Highlights: Sessions on AI governance, cloud data platforms, data automation, generative AI, machine learning, and more.
Who Should Attend: Data and analytics leaders and vendors in the financial services sector seeking to leverage data for strategic advantage.
FT Adviser Financial Advice Forum 2025
Date & Location: Thursday, 25 September 2025 | London
Overview: This forum addresses the future of financial advice amid rapid industry transformation, focusing on regulatory reforms, evolving client expectations, and technological innovation.
Highlights: Discussions on scaling advisory businesses, leveraging technology, planning for later life, attracting younger clients, and implementing Consumer Duty.
Who Should Attend: Financial advisers aiming to innovate and adapt in a changing advisory landscape.
CISI Financial Planning Conference 2025
Date & Location: Thursday, 2 – Friday, 3 October 2025 | De Vere Beaumont Estate, Windsor, UK
Overview: A premier event for financial planning professionals to gain insights on global trends, regulatory developments, and strategies shaping the future of financial planning.
Highlights: Keynotes and panels featuring industry leaders, opportunities to connect with fellow planners, and discussions on best practices.
Who Should Attend: Financial planners seeking to deepen expertise and navigate the evolving landscape of financial planning.
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