The Advisory Edge UK Roadshow

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Advisory Isn't About Guiding Your Clients.
It's About Changing Their Lives.

Calling forward-thinking accounting firms! Spotlight Reporting + Clarity will be in 5 UK cities in May 2026. Join us for a day of high-energy advisory and learn the playbook of the best accounting firms.
Get practical approaches, connect with others, and take away ideas to implement in your own firm.

What to expect on The day

Learn how the best accounting firms are scaling advisory services, maximising revenue, and how they're helping clients plan ahead when tech and global economic conditions are changing rapidly. Join us to:
  • Explore proven advisory and revenue frameworks
  • Learn how to strategically apply AI into your workflows
  • Discover how to structure and scale advisory packages
  • Get an advisory edge to guide your clients to their next stage of business
This is your opportunity to master the art of strategic advisory.

What You'll Take Away

A Proven Advisory Playbook

Get our 5-star advisory playbook – packaging services, scaling, pricing, and delivering epic value for your clients.

Practical AI (no Hype)

Our expert will share ways to scale AI safely to increase output, insights, and higher-value client conversations.

A Winning Techstack

Learn how to build strong advisory workflows with Spotlight Reporting & Clarity as a core toolkit that monetises.

Lessons from the frontline

Hear from successful advisors who've made the leap – what worked, what didn't, and what they'd do differently next time.

New Industry Connections

Connect with advisory leaders who are going through the same things as you are. You are never alone!

New Client Strategy

Learn to strengthen client relationships, really connect, and be their greatest ally in business.

Agenda

  • 9:00am: Next Generation Advisory with Clarity 
  • 10:00am: Transform Your Firm session with Richard Francis FCA
  • 11:00am: Your AI strategy to scale advisory
  • 11:30am: Real Firm Case Studies
  • 12:00pm: Lunch
  • 1:00pm: Interactive afternoon workshops
  • 5:00pm: Networking drinks

Sessions are designed to provide useful insight and practical ideas that you can take back to your firm.

Locations & Dates

York, 5th May
The Milner York,
Station Road,
York, YO24 1AA
Manchester, 6th May
Hilton Manchester Piccadilly, One Piccadilly Place, 1 Auburn St, Manchester M1 3DG
Birmingham, 7th May
Park Regis Birmingham,
160 Broad St,
Birmingham B15 1DT
Bristol, 11th May
Hilton Bristol City Centre,
Redcliffe Way,
Bristol BS1 6NJ
London, 12th May
Aloft London ExCel, One Eastern Gateway, Royal Victoria Dock, London, E16 1FR

Ticket Options

Each ticket includes CPD Certification, lunch, refreshments, and networking drinks.
Tickets are strictly limited to 60 per city.

Early Bird: £49
Standard: £99
Additional attendee from your firm: £49

FAQs

If I attend, will I be eligible for CPD hours?

Yes, this is a learning event so it will be eligible for CPD hours.

is this suitable for firms new to advisory?

Absolutely. Whether you’re just starting out or growing an established advisory model, the frameworks are designed to scale and help across all instances.

Will materials be shared?

Yes. All attendees will receive playbooks and workshop resources.

can multiple team members attend?

Yes – many firms come as a group with partners and advisory leads.

what if i'VE REGISTERED BUT CAN NO LONGER ATTEND?

Please contact us and we’ll arrange a transfer or refund.