Dynamic Planner Conference 2027

TOGETHER, 88 Wood Street, London EC2V | Tue 09 Feb
Register now

The UK’s leading Conference for the financial advice community returns for 2027

Conference 2026 brought together senior leaders from across advice, wealth and investment management for an insightful day of keynote speaker, panels and networking.

Conference 2027 promises to be even bigger and better, it is an event not to be missed. 

Register now

Why attend the Dynamic Planner Conference

The 2026 Conference was built around a clear ambition:

  • A new operating platform for advice.
  • AI-enabled. Data-driven. Regulation-ready.
  • Unlocking trusted advice. At scale.

In 2027, we’re going further. As targeted support, agentic AI and richer client data keep reshaping how advice is delivered, Conference is where the industry comes together to test that thinking and put it into practice. 

Expect the next step in our agentic advice platform, a look at what Advice-grade AI™ means for the modern firm, and the practical conversations that help you build a firm fit for the next decade.

A new, bigger venue for 2027

For 2027, we’re moving to TOGETHER, a newly launched, design-led event space in the heart of the City of London, built to match the scale and ambition of the day, with more room for the conversations that matter.

Register now