Processes, People, Technology & Partnerships
You're invited...
Building a Scalable Advice Firm:
Event Registration:
We would like to invite you to our first Reeves-hosted IFA event, created specifically for independently owned advice firms across our region. The event will take place at Reeves Group HQ, Park View House, Longbenton, NE7 7TX, on Thursday 26th March 2026, with proceedings commencing at 9.15am after a welcome beverage and breakfast roll!
Spaces are limited!
This event draws on Reeves’ experience of growing an advice firm to more than 100 employees and £1bn FUM over the past 30 years, sharing what genuinely helped, what didn’t, and what we’d approach differently with hindsight.
This is not a product or provider-led event; as an IFA Firm ourselves, the focus is firmly on advisers, their firms, and the decisions we all face every day.
This event also marks the launch of "IFA Evolution (North)", a new collective we’re creating which aims to unite independently owned regional IFA firms. Encouraging collaboration, support, and growth, by sharing best practice and ideas, it's an opportunity to build stronger, more efficient businesses, delivering better outcomes for clients and firms. A Reeves driven, but member-shaped collective, it brings together northern IFAs for honest, open conversations, in non-competitive environment, to share experiences and practical insights into life as an IFA today. And of course an opportunity to network!
Event Topics and Approximate Timings:
Full agenda and timings will be shared in the weeks before the event.
8:30: Arrival, registration, and breakfast baps.
A relaxed start to the morning with time to settle in and connect with fellow attendees.
9:15 - 10:45:
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Why Now? The reality and challenges of being an IFA today.
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Reeves’ Journey: Scaling Whilst Retaining the Human Touch. Practical experiences & lessons learned.
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People, Culture & Partners: The Real Multipliers. Recruitment, leadership, culture, and strategic partnerships.
10:45: Coffee and sticky buns.
11:15 - 12:45:
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Investment Evolution. CIP Evolution
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Technology & AI: Hype vs. Reality. Experimentation, real-world use, limitations & the future.
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Open Discussion: What’s Your Reality? Q&A discussion, shared insight, future topics.
12:45 – Lunch and networking.
An opportunity to continue conversations, share ideas, and build valuable connections.
Following attendance we will issue a certificate for 3 hours of structured CPD, though you will need to self-verify depending on the extent to which the event has met your professional development needs.