Our first Accentuate by K3 Hub webinar of 2026 for professional advisers took place on Friday 6th February.
Split into two parts, the webinar includes a market and economic outlook for 2026 and a session on GEO vs SEO and why there has been a shift in potential clients searching for your business using ChatGPT rather than Google.
Market and economic outlook for 2026
Marcus Pilkington from Pareto Financial Planning and Alex Brandreth from Luna Investment Management deliver a market and economic outlook for 2026.
During the session, Marcus and Alex share a forward-looking view of the year ahead covering:
- Key trends, risks and opportunities expected in 2026
- Practical guidance for navigating the year
- How major developments from 2025 are likely to shape 2026
Pareto Financial Planning and Luna Investment Management recently joined the K3 Capital Group family. Together, they advise private clients and their professional advisers on personal investment strategies, pensions, and wealth protection and provide bespoke portfolio management.
Is AI recommending your business?
Your next client won’t Google you, they’ll ask ChatGPT, and unless you’re feeding the right signals into the algorithm, you won’t even be considered.
Callum Macrae from JE Consulting, award-winning marketing agency and K3 Capital Group company, explains the reasons why over 77% of ChatGPT users already use it instead of search engines.
What you’ll learn:
- Generative Engine Optimization (GEO) vs Search Engine Optimization (SEO)
- How AI search actually works (without the jargon)
- Which trust signals matter and how to improve them
- Why your competitors are being recommended and you’re not
Our speakers
Marcus Pilkington – Chartered Financial Planner at Pareto
Marcus has worked in financial services since 2002 and became a Chartered Financial Planner in 2009. Now an Associate Trust and Estate Practitioner (TEP), he is working towards full TEP status.
Marcus has extensive experience advising wealthy families and entrepreneurs, including specialist work in Court of Protection, trustee and deputyship matters.
At Pareto, he advises on personal and corporate financial planning, helping clients achieve their long-term goals through holistic, cash-flow-led planning.
Alex Brandreth – Chief Investment Officer at Luna Investment Management
Alex Brandreth is Chief Investment Officer at Luna, where he oversees the firm’s investment strategy and chairs the Luna Investment Committee, guiding asset allocation and security selection. He also leads the Luna Model Portfolio Service.
Alex joined Luna in 2020 after nearly a decade at Brown Shipley, where he served as Deputy Chief Investment Officer. A recognised industry figure, he has appeared in Citywire’s Top 100 Wealth Managers and PAM Top 40 Under 40.
Callum Macrae – Marketing Director at JE Consulting
Callum Macrae is an experienced marketing leader with 15 years of B2B marketing expertise. Having led multi-channel strategies at IRIS, one of the UK’s largest privately held software companies, he has a strong track record in driving growth through demand generation and strategic, creative campaigns.
Now at JE Consulting, an award-winning marketing agency specialising in providing marketing assistance to professional services firms and a part of the K3 Capital Group, Callum applies his deep knowledge of SaaS, fintech, and professional services to create impactful marketing strategies.
A recognised speaker, he frequently shares insights on industry trends and innovative strategies at key events.
About Accentuate by K3 Hub
Accentuate by K3 Hub, a regular series of webinars which are part of the K3 Hub training and events programme, is designed to provide professional advisers with the latest industry developments and practical tips on building a profitable practice.
