Regional community events 2026

South East

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South East event

Connecting, learning and collaborating together

Our South East Regional Community Event in partnership with RBC Brewin Dolphin brings Principal Members together to share insight, strengthen connections and engage directly with the ValidPath team.

The session includes ValidPath updates, latest FCA compliance guidance and emerging themes, provider interaction and Member-led discussion, all designed to support independent advice firms and encourage practical collaboration.

It’s an opportunity to gain practical ideas, exchange experience with peers and connect with a supportive, like-minded community.

This event is exclusively for Principals of Member Firms, with limited spaces allocated on a first-come, first-served basis. We look forward to welcoming you to the South East.

Wednesday 21st January
Start 10:30am and Finish 3:30pm
16 Lonsdale Gardens, Tunbridge Wells, TN1 1NU
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Agenda

The agenda brings together key updates, expert insight and Member-led conversation, ensuring a valuable and engaging session for all attendees.
  • Welcome & introductions
  • Provider presentation
  • ValidPath network and proposition update
  • Compliance update
  • Member spotlight
  • Best practice discussion
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Provider

RBC Brewin Dolphin

RBC Brewin Dolphin started back in 1762 and is now one of the leading wealth managers in the UK and Ireland. It’s scale, experience and highly specialised expertise to manage investments is second to none.

Managing your investments in today’s fast-moving market can be challenging and complex. However, RBC Brewin Dolphin will take on the responsibility of tracking performance, ensuring regulatory compliance, and responding quickly to market events.

  • With over 250 Years of helping investors achieve their goals
  • 30+ offices across the UK, Ireland and Channel Islands
  • We are part of Royal Bank of Canada (RBC)

RBC is one of the largest and well capitalised banks in the world. RBC is one of the major banks that has retained its credit rating since the Financial Crisis in 2007/08.

Website
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South East event

Who is coming

Connect with fellow Principal Members attending this event. See which of your peers will be joining you for discussion, collaboration and shared learning on the day.