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MDRT UK Welcome to the MDRT UK page. MDRT helps financial advisers become better advisers. Thanks for looking! Your UK Chair from September 2022 is Cath Gough.

This page has been published for the benefit of MDRT members and aspiring members, as well as any one else who has an interest in what the great profession of financial services does. We will post updates relating to what's going on in the UK and other parts of the world as well as information about resources that are available to members.

09/21/2026

Join us at the two-day Festival of Financial Planning at the NEC, Birmingham on 17-18 Nov.

We're thrilled to be exhibiting at this year's PFS Festival of Financial Planning at NEC Birmingham, 18–19 November. If ...
09/04/2026

We're thrilled to be exhibiting at this year's PFS Festival of Financial Planning at NEC Birmingham, 18–19 November. If you're looking to explore solutions that move the needle for your practice, come find MDRT on the floor.

Are you attending? Let us know in the comments—we'd love to connect and hear what's on your mind.

Learn more: https://i.snoball.it/p/Ke1orBi9/f/7

Join us at the two-day Festival of Financial Planning at the NEC, Birmingham on 17-18 Nov.

We honor our MCC leaders around the world for your dedication and service. You set an example of excellence every day an...
04/22/2026

We honor our MCC leaders around the world for your dedication and service. You set an example of excellence every day and help strengthen MDRT’s global community. During Volunteer Appreciation Month, we proudly recognize all you do.

02/10/2026

What a brilliant, inspiring, key note speech from Luke Ambler being interviewed by Michael Bibb in a unique way, on exercise bikes.

Also incredible to be able to provide Luke with an MDRT Foundation grant of $2,500 for Andy's Man Club.

Great to be here with Luke Ambler as our keynote speaker for a unique conversation this morning.Will share more on that ...
02/10/2026

Great to be here with Luke Ambler as our keynote speaker for a unique conversation this morning.

Will share more on that later.....

Having incredible speakers like Luke really helps us reflect, refocus and reset.

Unbelievable setting in the Grand Hall at De Vere Grand Connaught Rooms 🤯

It’s not often I come to a conference before I speak but I’m really glad I have.

Business, leadership, financial advice, responsibility, pressure, people all huge interests of mine and areas I live in every day.

This afternoon I’ve got the honour of speaking at the MDRT UK & Personal Finance Society conference, sharing lessons from leading three organisations, building teams, making hard decisions, carrying responsibility and navigating challenge when the stakes are high.

It’s about better questions.
Better self-awareness and what really drives performance, resilience and long-term success.

The twist?

I won’t be delivering this in the usual way.

Not a standard talk.
Not from where you’d expect.

Definitely a first for me 😅

More on that soon… grateful, excited and properly taking this one in.

All ready to go for Future Vision 2026. See you all soon!
02/10/2026

All ready to go for Future Vision 2026. See you all soon!

Markets. Strategy. Perspective.Nick Lincoln will be bringing a refreshingly honest view on what’s really happening – and...
02/04/2026

Markets. Strategy. Perspective.

Nick Lincoln will be bringing a refreshingly honest view on what’s really happening – and what it means for advisers and clients alike.

Insight over noise.
Clarity over headlines.

Exactly what our profession needs.

02/03/2026

Let’s be honest…

Financial Planning events don’t always “sell out”.

So when one does – with a waiting list – you know something special is happening.

Future Vision Day isn’t about collecting CPD hours.
It’s about challenging thinking, raising standards and shaping the future of advice.

And that’s exactly what PFS & MDRT stand for.

01/30/2026

We’re thrilled to have David Braithwaite speaking at Future Vision Day.

David doesn’t just talk strategy – he lives it.

Expect insight on:

- Building sustainable advice businesses
- Leading teams through change
- Making decisions that actually move the needle

This is the kind of session where you walk out thinking:
“Right… I need to do something differently.”

01/28/2026

The future isn’t coming… it’s already here.

MDRT member, Tristan Hartey, will be unpacking the trends reshaping advice – from technology and client behaviour to what modern clients really value.

If you want to stay ahead of the curve (rather than chasing it), this session is unmissable.

Address

Park Ridge, IL

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