Location
Carden Park Hotel,
Broxton Road, Nr Chester,
Cheshire,
CH3 9DQ
Wisdom Shared 2025
Our annual event, gathering the whole Albemarle community for two days of continuing professional development, networking and sharing challenges and opportunities.
Explore emerging techniques to communicate more effectively with clients, understand the psychological behaviours that influence human decision-making, and gain leadership guidance to unlock your potential as a financial adviser and business owner.
The events are free to financial advisers and qualify for CPD.
Speakers
Neil Bage
Behavioural Scientist
Neil Bage is a behavioural scientist keynote speaker and Founder & CEO of Neurofi Behavioural Intelligence. Formerly Chief Behavioural Officer, in the UK, he’s built award-winning behavioural tech and co-founded a US platform. Drawing on his compère roots, Neil delivers high-energy, story-driven insights that decode human behaviour and transform thinking, action, and connection.
Dan Haylett
Author and Financial Planner
Dan Haylett is a keynote speaker, author, and host of the Humans vs Retirement podcast. Blending storytelling, humour, and behavioural science, he reframes retirement as a human journey. Through tools like the Retirement Reinvention Curve, Dan empowers audiences to navigate life after work with clarity, purpose, and confidence.
Charlie Parker
Managing Director, Albemarle Street Partners
Charlie Parker is a respected and influential voice in the financial adviser community and investment markets. He leads strategy at Albemarle Street Partners and is known for bringing investment ideas to life, helping advisers explain complex concepts clearly, and enabling clients to make smarter long-term investment decisions.
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Dr Kati Adesko
Leadership Coach
Kati Adesko is an Applied Psychologist with 10+ years’ experience delivering wellbeing, leadership, and personal growth programmes. Founder of Positive Psychology for Life, supporting individuals and organisations through evidence-based, practical approaches to resilience, emotional intelligence, and strengths-based development.
9.30am
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Rgistration and coffee
10am
Eleanor Williams
Welcome and business update
10.30am
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11.30am
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12pm
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12pm
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12.30pm
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Lunch and networking
1.30pm
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Clive Myrie
2.30pm
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Confirm
3pm
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Coffee break
3pm
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Coffee break
3.15pm
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Coffee break
3.30pm
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Speaker
3.30pm
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Speaker
4.30pm
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Closing remarks
7pm
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Evening drinks and dinner
Agenda
9am
Registration and breakfast
9.30am
Welcome and learning objectives
Nathan McKerlie and Eleanor Williams
9.45am
Milestones and mindsets
Dan Haylett and Neil Bage
Dan Haylett and Neil Bage examine the five key life stages clients move through and the behaviours that arise. Discover how memory, meaning, and emotion shape decisions, and how these critical stages influence client behaviours and choices.
10.20am
Unlocking potential
Dr Kati Adesko
Great advisory businesses aren’t built on technical expertise alone, they’re built on great leadership. Kati Adesko will explore how self-awareness and emotional intelligence shape decision-making, team performance and business growth.
11am
Coffee
11.15am
Navigating market uncertainty
Panel
The panel will explore geopolitical and market events that unnerve clients, how advisers can navigate these conversations, and client behaviour during periods of loss and risk, using visual aids from the Investors' Guide to Markets to illustrate strategies and insights.
11.45am
Breakthrough moments
Charlie Parker
Charlie Parker explores key data points and visuals that help people see how money supports their life goals. The session will demonstrate how illustrations and visual storytelling simplify complex financial ideas, enabling clients to understand concepts up to 600 times faster and creating powerful breakthrough moments linking finances with life aspirations.
12.15pm
Lunch and networking
Close 2pm
Helpful information
London
Everyman Cinema, Kings Cross
14-18 Handyside Street, London, N1C 4DN
Nearest station: King's Cross St. Pancras
Manchester
Everyman Cinema, Altrincham
74-78 George Street, Altrincham, WA14 1RF
Nearest station: Altrincham Interchange
Help on the day
If you have any problems on the day, please speak to one of our team.
