The Future of Financial Planning Is Still Human
An Exclusive UYBP One-Day Conference
Wednesday, 13th May 2026
De Vere Grand Connaught Rooms
The Future of Financial Planning Is Still Human
An Exclusive UYBP One-Day Conference
Wednesday, 13th May 2026
De Vere Grand Connaught Rooms
AI might be clever, but it’s people who create meaning.
This year’s conference explores how human-centred thinking, courageous leadership, and cultural innovation will define the most successful planning firms of the next decade.
This isn’t about nostalgia. It’s about how you adapt intelligently in an AI-enabled world without losing the human advantage that sets your firm apart.
Here are the three questions we’ll wrestle with on the day:
- How do you stay deeply human in a world where AI becomes the default?
Not resisting technology - but using it intentionally. - Are you building a business that people genuinely want to be part of?
Working on culture, clarity, progression, and the leadership your team actually needs. - What will make your firm unmistakably valuable in the next decade?
The strategy, structure, and client experience that only humans can deliver.
Here are the three questions we'll wrestle with on the day:
- How do you stay deeply human in a world where AI becomes the default?
Not resisting technology - but using it intentionally. - Are you building a business that people genuinely want to be part of?
Working on culture, clarity, progression, and the leadership your team actually needs. - What will make your firm unmistakably valuable in the next decade?
The strategy, structure, and client experience that only humans can deliver.
Why attend?
Because the firms that will own the future are the ones that stay deeply human while using AI intelligently.
This day will challenge your assumptions, sharpen your leadership thinking, and show you how to build a culture people genuinely want to be part of.
If you want your firm to thrive because of its people - with your technology supporting that core focus - you need to be in this room.
Why attend?
Because the firms that will own the future are the ones that stay deeply human while using AI intelligently.
This day will challenge your assumptions, sharpen your leadership thinking, and show you how to build a culture people genuinely want to be part of.
If you want your firm to thrive because of its people - with your technology supporting that core focus - you need to be in this room.
JIM JER SEY
An Exclusive UYBP One-Day Conference
Only for delegates and graduates of Uncover Your Business Potential
Welcome to this exclusive UYBP gathering. As always, it’s a day built to challenge you, inspire you, and give you the tools for leading your firm with purpose and strength in times of change.
JIM JER SEY
An Exclusive UYBP One-Day Conference
Only for delegates and graduates of Uncover Your Business Potential
Welcome to this exclusive UYBP gathering. As always, it’s a day built to challenge you, inspire you, and give you the tools for leading your firm with purpose and strength in times of change.
The event is headlined by a lineup of powerful voices and thought leaders:
- Saturn AI
- Advisory AI
- Chris Baigent-Reed, Managing Director, Jigsaw Tree
- Nicola Pye, Leadership Coach and People Person
- Brooklyn Brock, Founder, Ellevate Advisers
- Tiffany Lee, Exit Planner, Ellevate Advisers
And because we’re gathering in person, you’ll have the chance to network with fellow leaders and graduates, to connect, collaborate, and ignite new ideas.
The event is headlined by a lineup of powerful voices and thought leaders:
- Saturn AI
- Advisory AI
- Chris Baigent-Reed, Managing Director, Jigsaw Tree
- Nicola Pye, Leadership Coach and People Person
- Brooklyn Brock, Founder, Ellevate Advisers
- Tiffany Lee, Exit Planner, Ellevate Advisers
Together, they’ll be exploring how to lead your firm - whether for growth, sale, or succession - while adapting to a rapidly evolving industry. And because we’re gathering in person, you’ll have the chance to network with fellow leaders and graduates, to connect, collaborate, and ignite new ideas.
Are you ready to grow?
Thinking differently is what drives growth, builds resilience, and leads to better decisions and better outcomes. The UYBP One-Day Conference is your chance to step away from the everyday and immerse yourself in new perspectives and powerful insights.
You’ll leave inspired, with a clear direction, renewed energy, and a competitive edge that can only come from stretching yourself beyond the status quo.
Are you ready to grow?
Thinking differently is what drives growth, builds resilience, and leads to better decisions and better outcomes. The UYBP One-Day Conference is your chance to step away from the everyday and immerse yourself in new perspectives and powerful insights.
You’ll leave inspired, with a clear direction, renewed energy, and a competitive edge that can only come from stretching yourself beyond the status quo.
Event Details
When
Wednesday, 13th May 2026
Where
De Vere Grand Connaught Rooms, 61-65 Great Queen St, London WC2B 5DA
Timings
9 am (Registration & Networking) to 3:30 pm with Networking and Drinks until 4:45 pm
Dress Code
Come as you are
Price
£249 (+VAT) per delegate
Who to Bring
Future leaders, Practice Managers, and team members with ambition to lead
Event Details
When: Wednesday, 16th May 2026
Where: De Vere Grand Connaught Rooms, 61-65 Great Queen St, London WC2B 5DA
Timings: 9 am (Registration & Networking) to 3:30 pm with Networking and Drinks until 4:45 pm
Dress Code: Come as you are
Price: £249 (+VAT) per delegate
Who to Bring: Future leaders, Practice Managers, and team members with ambition to lead
Are you in?
Take your place among industry peers who are ready to step up. Don’t miss this chance to fuel your vision for 2026 and beyond.
Are you in?
Take your place among industry peers who are ready to step up. Don’t miss this chance to fuel your vision for 2026 and beyond.