MDRT UK

Great to be here with Luke Ambler as our keynote speaker for a unique conversation this morning.

Will share more on that later.....

Having incredible speakers like Luke really helps us reflect, refocus and reset.

Unbelievable setting in the Grand Hall at De Vere Grand Connaught Rooms 🤯

It’s not often I come to a conference before I speak but I’m really glad I have.

Business, leadership, financial advice, responsibility, pressure, people all huge interests of mine and areas I live in every day.

This afternoon I’ve got the honour of speaking at the MDRT UK & Personal Finance Society conference, sharing lessons from leading three organisations, building teams, making hard decisions, carrying responsibility and navigating challenge when the stakes are high.

It’s about better questions.
Better self-awareness and what really drives performance, resilience and long-term success.

The twist?

I won’t be delivering this in the usual way.

Not a standard talk.
Not from where you’d expect.

Definitely a first for me 😅

More on that soon… grateful, excited and properly taking this one in.

All ready to go for Future Vision 2026. See you all soon!

Markets. Strategy. Perspective.

Nick Lincoln will be bringing a refreshingly honest view on what’s really happening – and what it means for advisers and clients alike.

Insight over noise.
Clarity over headlines.

Exactly what our profession needs.

Let’s be honest…

Financial Planning events don’t always “sell out”.

So when one does – with a waiting list – you know something special is happening.

Future Vision Day isn’t about collecting CPD hours.
It’s about challenging thinking, raising standards and shaping the future of advice.

And that’s exactly what PFS & MDRT stand for.

We’re thrilled to have David Braithwaite speaking at Future Vision Day.

David doesn’t just talk strategy – he lives it.

Expect insight on:

- Building sustainable advice businesses
- Leading teams through change
- Making decisions that actually move the needle

This is the kind of session where you walk out thinking:
“Right… I need to do something differently.”

The future isn’t coming… it’s already here.

MDRT member, Tristan Hartey, will be unpacking the trends reshaping advice – from technology and client behaviour to what modern clients really value.

If you want to stay ahead of the curve (rather than chasing it), this session is unmissable.

Future Vision Day is powered by organisations who genuinely care about the profession.

Huge thanks to our sponsors, in no particular order:

Tatton
Quilter
Downing

These aren’t just sponsors.

They’re supporters of adviser growth, professional standards and future thinking.

By backing events like this, they’re investing in you.

We’re grateful for their partnership.

We’re delighted to have Downing supporting Future Vision Day.

Downing understands that great advice is built on:
✔ Strong foundations
✔ Long-term thinking
✔ Continuous learning

https://www.downing.co.uk/

Their support helps bring meaningful conversations to the room – not just sales pitches.

Thank you for backing the profession.

Downing | UK Investment Management Firm | B Corp Since 1986, as expert investment managers, we have served thousands of investors and now have c.£2bn of assets under management. Contact our team today.

A massive thank you to Tatton for supporting Future Vision Day 2026.

Tatton consistently champions advisers – from investment solutions to education and professional development.

https://tattoninvestments.com/

Their support helps us bring genuine thought leaders to the stage and create events that actually move the profession forward.

Proud to have you on board.

Welcome to Tatton Investment Management - Tatton Investment Management How can we help you? The Tatton Approach Service, Price, Performance Tatton was created to provide Financial Advisers the highest quality investment

Huge thanks to Quilter for backing Future Vision Day on 10th February 2026 in conjunction with .

Quilter’s commitment to advisers goes far beyond products – it’s about:

✔ Education
✔ Innovation
✔ Long-term client value

Supporting events like this shows real leadership in our profession.

Thank you for standing with advisers.

🚨 New Name, Same Great Value! 🚨

We’re excited to launch our MDRT Monthly Morning Coffee Catchup ☕ – a fresh take on our monthly event where you can kickstart your day with brilliant insights and valuable connections!

🗓 Join us on 10th October 2024 at 8am for an unmissable hour of learning and inspiration.

This month’s lineup includes:

✨ Craig Palfrey: "How to Keep More of Your Clients' Money Under Your Influence for Longer."

✨ Gareth Chalk: "How AI is Reducing Time and Boosting Productivity."

✨ Michael Bibb: "The Benefits of Being in a Study Group and His Experience Leading One."

Grab your coffee, pull up a chair, and let’s make the most of these powerful insights together. You won’t want to miss this! 💡☕



👉 Save the Date: 10th October 2024, 8am