Plannex Live 2027 | The Financial Planning Festival
Plannex Live 2027 | The Financial Planning Festival
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Two of the most practical days in financial planning, and the community that makes them stick.
7–8 July 2027 · Victoria, Manchester
Filled with world class content, bold entertainment and practical inspiration, this is an event for planning firms that want to grow; not stand still. No patterned carpets or a load of suits, real people, connecting, sharing and always learning.
WHAT TO EXPECT
That is what people tell us again and again about Plannex Live. They came for the speakers. They came back for the people.
In 2026, more than 840 people from over 180 firms spent two days together in Manchester. It has become the event the financial planning profession looks forward to every year.
Two days built for everyone working in financial planning: advisers, paraplanners, administrators, business owners, first-timers and familiar faces.
No patterned carpets. No rooms full of suits. No death by PowerPoint. Just sharp, practical content, real conversations, a proper party and ideas you will actually use when you get back to your desk.
WHAT PEOPLE SAY
"Absolute madness in the best way possible. Huge energy, endless laughs, and so much fun. But what always blows me away is the warmth of this mighty community."
Andy Hart, Financial Adviser & Founder - Maven Adviser.
"It can only end up with Lab being a better business, providing a better service for clients, for having gone."
Jamie Flook, CFP - Lab Financial Planning
ALREADY JOINED BY TEAMS FROM...
The question everyone asks is who else is going. The answer keeps growing. Respected firms across the country are already booked in and bringing their teams.
THE EVENT
Wednesday 7 July 2027 (evening)
The night kicks off at 5pm with the Tech Throwdown. Ten technology providers, five minutes each, live demos in front of the room, and the audience votes for the winner. Fast, sharp and genuinely useful.
From there we roll straight into the evening. Our annual awards ceremony celebrating the best in the profession, then live entertainment, food, drinks and a dancefloor that does not empty until we make it. Think summer party, on a grander scale. Ask anyone who came last year: the night before is the bit they are glad they did not skip.
Thursday 8 July 2027 (day)
The big one. A multi-stage, festival-format day packed end to end with world-class expert speakers, practical sessions and honest conversations. Whatever your role or stage in your career, you leave with things you can put to work straight away.
The first speakers will be revealed soon. Book now, and we’ll send every announcement straight to your inbox.
BRING THE TEAM. IT LANDS DIFFERENTLY
The firms that get the most from Plannex Live are the ones who come together.
When a team attends as a group, they hear the same ideas at the same time. They spend two days talking about what it means for the business, not trying to explain it to everyone back at the office afterwards. They come home with shared momentum and put changes into action far faster.
One person with a notebook rarely changes a business. A whole team, fired up and aligned, absolutely does.
That is why we created the Two-Day Firm Pass, at a discounted group rate for bundles of 5 or 10.
TICKETS
Day and Night Pass. The full experience, start to finish. The night before on 7th July, then the full conference on the 8th.
Two-Day Firm Pass. Bring the whole team at a discounted group rate, in bundles of 5 or 10. Same full two-day access, built for firms who want to come home and actually change things.
Every ticket includes both days. Evening-only and day-only passes are not sold separately.
Join the 840+ people from 182 firms who were in the room in 2026.
BOOK NOW, IT WILL NOT BE CHEAPER
We are currently in our lowest pricing of the whole campaign. These are the most discounted tickets we will offer for Plannex Live 2027.
Prices rise in the coming months. Ticket numbers are limited, and last year we sold out. When they are gone, they are gone.
The best decision you can make today is to get your spot booked.
We will only use your details to manage your booking and keep you updated about Plannex Live. Nothing else.
THE PRACTICAL BITS
Venue
Victoria Warehouse, Trafford Wharf Road, Manchester, M17 1AB.
Timings
Wednesday 7 July: doors from 5pm for the Tech Throwdown, then the evening event.
Thursday 8 July: doors and registration from 8:30am, first session at 9:30am, programme through to late afternoon, followed by drinks.
Food and drink
Food and refreshments are provided across both days, with water stations throughout the venue.
Dress code
Casual, both days. Leave the suit at home.
Parking and travel
Limited parking is available at the venue on the day of the conference on a first come basis. We recommend public transport where possible. Nearby options include on-street parking, the Quayside MediaCityUK car park near the Lowry Outlet, and the Park and Ride tram stop at Parkway.
Hotels
There are plenty of hotels nearby to suit all budgets. We do not have a dedicated discount, so we recommend booking early.
Accessibility
The venue is accessible. If you have specific access requirements, email contact@plannex.co.uk and we will make sure you are looked after.
FAQs
Is this right for me if it is my first time?
Absolutely. A lot of people come solo and for the first time, and the thing they mention most is how welcome they felt.
"I turned up solo and found my people. Nobody made me feel less than for being at the start of my journey. There is plenty to go around, so we support each other, learn from each other and lean on each other. 2027 already booked."
Miranda Love, Financial Adviser - Belvedere Wealth Management.
What's the difference between the tickets? this right for me if it is my first time?
The Day Ticket covers the conference on 8 July only and does not include the evening. The Day & Evening Ticket adds the night before on 7 July, including the Tech Throwdown, awards and party. The Firm Pass brings your whole team across both days at a group rate.
Is it suitable for the whole team?
Yes, and it is designed to be. There is content for every role and stage, from administrators to business owners. The Firm Pass is the easiest way to bring everyone, in teams of 5 or 10.
Can I come to just the evening?
There is no evening-only ticket. To Join the night before, choose the Day & Evening Ticket or a Firm Pass. The Day Ticket does not include the evening.
When will the speakers be announced?
Soon, and throughout the coming months. Book now and every announcement comes straight to your inbox.
What is your refund policy?
The final deadline for refunds is 60 days before the conference. Full details are in our Plannex Live terms and conditions. If you can no longer make it, email contact@plannex.co.uk.
Location
Victoria Warehouse, M17 1AB