Masterclass

7-Figure Solo Financial Adviser Masterclass

Take your business from 6-figures to 7-figures, with Paul Cleworth, Warren Shute & Andy Hart

Thursday 12th March 2026 9:30-16:30
DFA 20 Triton Street, Regent's Place, London, NW1 3BF

Maximum 60 tickets

Your masterclass hosts

  • Paul Cleworth

    Independent Financial Planner with more than 20 years of experience. Specialist in Retirement Planning, Wealth Management, and Investment Services. Working with successful families, business owners, retirees, and those approaching retirement, we aim to help our clients make smart choices with their money. Our key goal is to take away the complexity of finance by offering clear strategies and solutions that bring order and clarity to your finances and peace of mind through service excellence.

  • Warren Shute

    I’m passionate about financial planning and helping clients live life by design, not default. With nearly 30 years in the profession, I’ve dedicated my career to helping individuals and families achieve their goals through strategic, personalised planning.

    At Lexington, I developed “The Lexington Way,” a proven client engagement process that blends efficiency with genuine relationships. I also mentor the next generation of planners through my Advanced Planners Group, showing how a well-structured approach can create both business success and work-life balance.

    I regularly speak at events worldwide and contribute to media outlets, including my weekly Sunday Mirror column. My book, The Money Plan, which outlines the five-step process I use with clients, became an Amazon bestseller.

  • Andy Hart

    Andy Hart is a financial adviser and prolific communicator on money and finance. As Founder of Maven Adviser, he guides people toward long-term wealth through independent, lifestyle-focused financial planning, evidence-based investing and behavioural-coaching frameworks.

    Andy also works with finance professionals through his brand Humans Under Management (HUM). He brings advisers together to sharpen how they serve clients by focusing on behavioural bias, planning discipline and real-world trust. Additionally, he coaches advisers via his platform The Voyantist, helping professionals harness technology, language and mindset to deliver better outcomes.

Are you a solo financial adviser looking to take your business from six figures to seven?

The road to growth, success, and financial freedom is not easy—but it is absolutely achievable. Join financial planning leaders Paul Cleworth, Warren Shute, and Andy Hart for an exclusive one-day masterclass where they’ll share their knowledge, strategies, and real-world experiences to help you achieve exponential growth in your practice.

What You'll Learn:
This isn’t your average seminar. This is a hands-on, action-packed workshop designed specifically for ambitious financial advisers who are ready to elevate their business. In this masterclass, you’ll dive deep into:

  • Business Growth: Strategies for scaling your practice and maximising profitability.

  • Financial Planning Excellence: Techniques to enhance your service offering and drive client satisfaction.

  • Team Building & Leadership: How to expand your teams and lead them to success, while maintaining control and efficiency.

  • Do you hire or outsource: Understanding which suits your business best is key to scaling efficiently

Who Should Attend?
This masterclass is perfect for solo financial advisers who are seeking excellence and are ready to build a business that doesn’t just survive but thrives. Whether you're looking to streamline operations, attract high-net-worth clients, or become a leader in the profession, this event will provide you with the tools and insights you need to make it happen.

Why Attend?

  • Actionable Strategies: Get real advice you can implement immediately.

  • Exclusive Insights: Learn directly from three of the most successful advisers in the UK.

  • Networking Opportunities: Meet like-minded professionals and forge valuable connections.

  • Growth Mindset: Whether you're scaling or refining, this masterclass will equip you with the mindset to break through your business's ceiling.

Reserve Your Spot Today

Don’t miss this rare opportunity to learn from the best in the business. Seats are limited, so secure yours now!