Leaders: Silvia Grigoroiu, Director and Ben Kent, Founder, Meridian West together with Owen Williams, Chief Marketing Officer, Trowers & Hamlin.

Registration, networking and breakfast at 8.30am with a speaker start of 9am to approx. 10.15/30am. Please be prepared for it to run over.

We will discuss questions such as: 

• How do you make sure client feedback is acted on, and prove it?
• When client experience and short-term revenue pull in different directions, who decides?
• Where is AI genuinely helping, and where is it still an experiment?
• How do you connect listening to CRM and financial data so the board sees commercial value?
• How do you reach the right clients as response rates come under pressure?

You will leave with:

• A clear picture of where peers are investing and where they are stuck
• Practical ideas to test in your own firm in 2027
• Early access to new CLIMB findings before wider publication
• A confidential benchmark of your firm’s position, if you have taken the survey.

Discussion held under the Chatham House Rule, so you can speak candidly

Event price: £195 + VAT

Members receive a 50% saving on the full price and pay £95 + VAT

To register for a place please email gail.jaffa@psmg.co.uk or telephone +44(0)7956 443745

Terms of Booking and Cancellation Policy

Receipt of your booking indicates acceptance of liability to pay the attendance fee. Cancellations received in writing more than 7 days before the seminar will be refunded, less £10 administration fee. We regret that no refunds are allowed for cancellations or transfers within 7 days or for non-attendance. PSMG reserves the right to refuse admission if payment is not received prior to the event.

Important note: The booking email constitutes a legally binding contract. It may be necessary for reasons beyond the control of PSMG LLP to change the content and timing of the programme, the speakers, the date and venue. Whilst every effort will be made to prevent this, in the unlikely event of the programme being cancelled, PSMG LLP will automatically make a full refund but disclaim any further liability