An FS Community Event
An FS Community Event
An FS Community Event
Financial Advice +1
What advisers do we work with?
Financial Advice +1
Financial Advice Plus One is an in-person community event for FS advisers.
5th March | London | 3hr CPD
Financial Advice Plus One is an in-person community event for FS advisers.
5th March | London | 3hr CPD
Financial Advice Plus One is an in-person community event for FS advisers.
5th March | London | 3hr CPD
49%
widows decided they do not want to continue receiving financial advice. *
49%
widows decided they do not want to continue receiving financial advice. *
49%
widows decided they do not want to continue receiving financial advice. *
45%
of widows wished to choose their own financial adviser. *
45%
of widows wished to choose their own financial adviser. *
45%
of widows wished to choose their own financial adviser. *
Only 20-27%
of heirs stick with a parent’s financial adviser after inheriting wealth. **
Only 20-27%
of heirs stick with a parent’s financial adviser after inheriting wealth. **
Only 20-27%
of heirs stick with a parent’s financial adviser after inheriting wealth. **
80%
of heirs who first met the advisor as a child or teen decided to work with the advisor. ***
80%
of heirs who first met the advisor as a child or teen decided to work with the advisor. ***
80%
of heirs who first met the advisor as a child or teen decided to work with the advisor. ***
Why +1?
Planning beyond the primary client…
Bringing family into the advice process isn't just valuable to your clients, it's valuable to your business.
Financial Advice Plus One is designed to help advisers confidently extend those conversations, strengthening relationships and delivering better outcomes across generations. In this CPD-accredited afternoon we'll cover:
Behavioural psychology of bringing family into the conversation
Planning for Inheritance Tax (IHT)
Protection & Trust planning
Advice scenario workshop
Plus one isn't just the theme, it's also an open invite to you to bring a Plus One. A trusted peer or colleague, creating an environment that encourages shared learning, open discussion and new connections.
Join us for an afternoon of insight, discussion and connection, followed by informal drinks & networking after the event.
Bringing family into the advice process isn't just valuable to your clients, it's valuable to your business.
Financial Advice Plus One is designed to help advisers confidently extend those conversations, strengthening relationships and delivering better outcomes across generations. In this CPD-accredited afternoon we'll cover:
Behavioural psychology of bringing family into the conversation
Planning for Inheritance Tax (IHT)
Protection & Trust planning
Advice scenario workshop
Plus one isn't just the theme, it's also an open invite to you to bring a Plus One. A trusted peer or colleague, creating an environment that encourages shared learning, open discussion and new connections.
Join us for an afternoon of insight, discussion and connection, followed by informal drinks & networking after the event.
Bringing family into the advice process isn't just valuable to your clients, it's valuable to your business.
Financial Advice Plus One is designed to help advisers confidently extend those conversations, strengthening relationships and delivering better outcomes across generations. In this CPD-accredited afternoon we'll cover:
Behavioural psychology of bringing family into the conversation
Planning for Inheritance Tax (IHT)
Protection & Trust planning
Advice scenario workshop
Plus one isn't just the theme, it's also an open invite to you to bring a Plus One. A trusted peer or colleague, creating an environment that encourages shared learning, open discussion and new connections.
Join us for an afternoon of insight, discussion and connection, followed by informal drinks & networking after the event.
Sources
Unlocking women’s financial power report - Fidelity
** Cerulli Associates research (Cerulli Edge — U.S. Retail Investor Edition 2025)
*** Nuveen Wealth Inheritor Research Study
Date
05 March 2026
Date
05 March 2026
Date
05 March 2026
Time
12:30 - 17:00
Time
12:30 - 17:00
Time
12:30 - 17:0
Location
Holborn, London
Location
Holborn, London
Location
Holborn, London
CPD
3 hours structured
CPD
3 hours structured
CPD
3 hours structured