Exceptional events start with clarity, strategy, and the right support.
Running a financial services Practice comes with enough demands. Adding event planning to your workload can quickly become overwhelming. Events should strengthen your client relationships and support your marketing strategy, not drain your time or stretch your internal resources.
Whether you have someone in-house who needs guidance, or you simply don’t have the capacity to plan and deliver events yourself, we’re here to help.
At Synergy & Kin Collective, we offer a range of tailored packages designed to support you at the level you need. From strategic frameworks and mentoring, to full end-to-end event delivery, to building and executing your entire event strategy across the year.
Wherever you are in your journey, our role is simple:
to take the pressure off, elevate your client experience, and help you turn events into meaningful, measurable impact.
Strategic guidance for a single, focused event.
The Light Package is designed for Practices that have some in-house support but want expert strategic direction, clarity, and reassurance when planning a one-off corporate event.
Ideal if you want to retain control internally, whilst benefiting from experienced guidance and a clearly structured event framework.
What’s included:
- A virtual discovery session using a detailed questionnaire to clarify objectives, outcomes, audience, and success measures.
- A personally tailored event guide, built specifically around the event you plan to host.
- Strategic advice and on-hand guidance throughout the planning and execution phase.
- Venue recommendations aligned to your budget, brand, and event objectives
This package offers thoughtful oversight and mentoring. Ensuring your event is purposeful, compliant, and aligned to your wider business goals.
Package price starts from £1,995
Terms & Conditions apply.
Discuss which package is right for you
One-off freelance event expertise, delivered end-to-end.
The Elite Package is ideal for Practices that are time-poor but ambition-rich.
Those who value client experience, want to strengthen their thought-leader positioning, and prefer to outsource event delivery to a specialist.
You receive everything included in The Light Package, plus full delivery support.
Additional inclusions:
- Discovery session held face-to-face or virtually, depending on preference.
- Venue and supplier sourcing, coordination, and management.
- Invitation management and guest tracking.
- On-the-day event delivery and on-site oversight (additional charges may be applied).
- A post-event report capturing insights, feedback, and recommendations
This package allows you to remain visible and present with clients, while all planning, coordination, and delivery is managed seamlessly on your behalf.
Package prices start from £2,995*
*Please note additional costs may be incurred for our travel expenses if you choose a face-to-face meeting.
Terms & Conditions apply.
Discuss which package is right for you
A retained event partnership built around long-term impact.
The Strategic Package is designed for practices that want events embedded into their ongoing business and client engagement strategy, without pulling on existing in-house resource.
This is a retained partnership rather than a one-off event service.
You receive everything included in The Elite Package, alongside ongoing strategic support.
In addition, this package includes:
- Development of a full event strategy, aligned to your business objectives and client segmentation.
- Strategic planning and delivery of multiple events across the duration of the contract.
- Acting as your go-to event partner, supporting ideas, planning, execution, and evolution of your event programme.
- Continuity, insight, and optimisation across all events. Not standalone activity
This package creates consistency, momentum, and measurable impact.
Positioning events as a core part of your client experience and business growth strategy.
Package price starts from £450 per day.
Terms & Conditions apply.
Discuss which package is right for you
The Collective Packages
Want to know more?
Book a no-obligation meeting to discuss any of our packages in more detail
"Relationships are the key to all successes. You only need to look at those who have inspired your journey to see how well it's worked out for them. Events create a platform for you to authentically show your appreciation and how your community continue to support you along your journey in business."
