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.
Each year we build on the conversations, insights, and relationships that make this event a standout occasion in the calendar.
This year’s programme will feature expert speakers examining:
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Searching for Alpha in today's investment environment
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Real-life case studies exploring vulnerable clients, corporate planning and the impact of pension IHT changes
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How pension reform and targeted support could unlock new growth opportunities
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What history can teach us about economic recovery and the UK's future prospects
The event will be CPD accredited.
Keynote speaker
Clive Myrie
Journalist, Presenter, and Author
Clive is a distinguished British journalist and broadcaster who has reported from many parts of the world during his long career. His work has taken him to Asia, Africa, Washington and Europe, where he has covered a wide range of major international stories.
Guest speakers
Robin Melley
Founder & Managing Director, Matrix Capital Financial Planning
Robin Melley is a Chartered and a Certified Financial Planner, a STEP qualified Trust and Estate Practitioner and a SOLLA Accredited Later Life Adviser. He is also a founding director of the Consumer Duty Alliance and the Chairman of the Financial Vulnerability Taskforce.
Mike Barrett
Consulting Director, The Lang Cat
Mike is consulting director, and sole proprietor of the lang cat Isle of Wight office. Now into his second decade as a feline, he spends his working life immersed in regulation, adviser and consumer research, all with the aim of helping financial services become a slightly more trusted, accessible, and inclusive sector for consumers.
Agenda
Tuesday 13th October
9:30am
Registration and coffee
10am
Welcome from the Partnerships team
Eleanor Williams
10:15am
Searching for Alpha in the modern world
Fahad Hassan
Persistently high inflation has reshaped the investment landscape, challenging traditional strategies and assumptions. Discover how investors can navigate today's environment by looking beyond short-term market noise to uncover emerging opportunities and manage evolving risks.
10:45am
Planning through life's complexities
Robin Melley
Using two recent client case studies, Robin will explore the dual considerations of personal and corporate financial planning and the impact of inheritance tax applying to pension assets from April 2027. He will also explore practical approaches to supporting vulnerable clients through complex financial decisions.
11:30am
How pension reform, targeted support and simplified advice are creating the next growth opportunity for advice firms
Mike Barrett
Pension reform is reshaping the advice landscape. Mike Barrett explores how targeted support and simplified advice could unlock new opportunities for firms to engage previously underserved clients, build scalable advice propositions and prepare for the future of financial advice.
12:15pm
Lunch and networking
1:30pm
What's next for MPS?
Charlie Parker and Pierre Debru
Model Portfolio Services (MPS) continue to evolve as advisers respond to changing markets, rising client expectations and an increasingly demanding regulatory landscape. Discover how innovation in investment management, portfolio construction and governance can help advisers deliver more efficient, resilient and better long-term client outcomes.
2:15pm
Building resilience through love, hate and hope
Clive Myrie
Distinguished journalist and broadcaster Clive Myrie shares insights from a remarkable career covering some of the world's most significant events. Drawing on decades of international reporting across Asia, Africa, Europe and Washington, he offers a unique perspective on global affairs, leadership and resilience.
3pm
Coffee
3:15pm
Reimagining the investment experience
Chris Holdoway
Explore how investment platforms are evolving to keep pace with the latest developments in technology, with a particular focus on how AI is improving accessibility and enhancing the user experience. We will also get a first look at the newly redesigned Investment Proposition Tool.
3:45pm
Closing remarks
Charlie Parker & Eleanor Williams
7pm
Evening reception and dinner
The evening reception will be held in the Shooting Suite
Dress code: Smart casual
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
Wednesday 14th October
From 7:00am
Breakfast
Breakfast will be held in the main hotel, in the Redmond's Brasserie
10:00am
What's new at Albemarle Street Partners
Eleanor Williams and Nathan McKerlie
10:30am
Poor old Britain: How countries can get themselves out of the pit
Charlie Parker
Optimism about the prospects for the UK economy has rarely been lower. Yet the 20th century teaches us that countries have often found themselves international basket cases before staging remarkable recoveries. So what can the Germans, the Japanese, the Koreans and the Singaporeans teach us?
11:15am
The Big Debate
Harry Children
Following the success of last year's debate, where teams battled to champion their regions, the competition returns with a new challenge. This year, the spotlight turns to the year's best IPO as our panellists go head-to-head to argue their case. Who will emerge victorious in another lively edition of the Big Debate?
12pm
Closing remarks
Eleanor Williams & Charlie Parker
12:15pm
Lunch and networking
2pm
Close
Helpful information
Venue: Carden Park
Broxton Road, Nr. Cheshire - CH3 9DQ
Sat Nav: (SY14 7HZ)
Parking
Free parking available on site. Use car park 6 or 7 for best access
Electric charging available
Nearest station:
Chester Station (12 miles) and Crewe Station (20 miles)
Local taxi Wrexham Travel 0800 118 2737
Accommodation
Carden Park has a special rate of £185 for a single occupancy room or £195 for a double occupancy room, with breakfast and use of the Leisure Club. Please call 01829 731 000 to book giving the reference "Albemarle conference."
Rossett Hall Hotel from £98 single occupancy
All accommodation can be booked directly with the hotel of your choice. We recommend booking early.
Help on the day
If you have any problems on the day, please speak to one of our team or call the hotel reception on 01727 864477.
Highlights from 2025
