Fundment: LIVE – The Adviser Edge Fundment: LIVE – The Adviser Edge

What does it mean to build a financial planning firm that lasts? For some, the £1bn milestone is the ultimate marker of scale. For others, success lies in crafting a business that is enduring and true to its values – regardless of size. In this thought‑provoking panel, we bring together leaders who have reached the billion‑pound benchmark, those on the way, and those who have chosen different paths of growth. Expect unfiltered insights into strategy, culture, and execution. Whether your ambition is £100m or £1bn, this session explores the playbooks, pitfalls, and philosophies that define what it means to build a firm that not only grows, but endures.

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Make sure you’re part of Fundment: LIVE on Thursday 29 January 2026

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