Future of South West Professional and Financial Services

Tuesday, 24th November 2026 EQ Bristol

Future of South West Professional and Financial Services Breakfast

Behind every landmark acquisition, successful fundraise, or management buyout in the South West is a bold business owner with a vision for growth, and a team of specialist advisors and experts who helped turn that ambition into reality.

For 20 years, Insider has tracked how the professional and financial services have backed South West businesses driving job creation, innovation, and long-term economic resilience.

As a new era presents itself, one shown through rapid advances in technology and AI that is reshaping both ambition and delivery, we consider what the future and the next 20 years hold for the professional and financial services in the region.

At this special Insider breakfast, we will bring together standout leaders from across the South West’s professional and financial services landscape, alongside the business leaders who have realised their ambitions working with professional and financial advisors, to consider what the industry needs to do to remain competitive, relevant and successful over the next 20 years.

Insight

Hear directly from standout advisors and business leaders on what the next 20 years hold for the South West’s deal economy. Discover how rapid advances in technology and AI are reshaping client ambitions, transforming advisory delivery, and redefining what a successful deal will look like over the next decade.

Strategy

Position your firm for long-term competitiveness, relevance, and growth. Gain actionable perspectives on where the next generation of deal demand will emerge, the evolving profile of the "advisor of the future," and the critical skills, behaviors, and tech strategies needed to navigate upcoming regional headwinds.

Network

Connect with senior leaders, specialist advisors, and high-growth business owners from across the South West’s professional and financial services ecosystem. Build valuable peer relationships and exchange ideas with the key decision-makers driving the region's job creation, innovation, and long-term economic resilience.

Claire Edwards

Claire Edwards

M&A Director (South West & Wales) , Alvarez & Marsal

Daniel Tapson

Daniel Tapson

Founding partner, Laminar Growth Partners

Tim Ward

Tim Ward

Partner, HCR Law

Remy Greasley

Remy Greasley

Editor, South West Business Insider

Programme

EQ Bristol

Address
111 Victoria St, Redcliffe, Bristol BS1 6AX
Date
Tuesday, 24th November 2026
Time
8:45am