Key takeaways:

• Mather & Murray Financial is co-hosting Wealth & Wine: Sip, Connect & Learn in Bristol on Thursday 9 July 2026 from 5:30pm to 7:30pm.
• The event is being hosted alongside Rathbones and Clarke Willmott and is designed to combine wine tasting, conversation, networking and financial insight in a more relaxed setting.
• Guests can expect a welcome drink, a welcome from Clare Webb, and a sociable evening with like-minded professionals.
• The event is not just for women and is intended to be inclusive and enjoyable for a broader audience.
• Attendees can confirm attendance by contacting one of the hosts, including Helen Quayle at Mather & Murray Financial.

Join us in Bristol for Wealth & Wine: Sip, Connect & Learn

At Mather & Murray Financial, we believe some of the best conversations about money, family, planning and the future happen outside a formal meeting room.

That is exactly the thinking behind Wealth & Wine: Sip, Connect & Learn, a relaxed evening we are delighted to be co-hosting in Bristol with Rathbones and Clarke Willmott.

Taking place on Thursday 9 July 2026 from 5:30pm to 7:30pm at Clarke Willmott, Floor 10, Assembly Building C, Cheese Lane, Bristol, the event is designed to bring together good conversation, a few valuable financial insights, and an enjoyable wine tasting experience in one welcoming setting.

A different kind of financial event

Let’s be honest. Not every financial event sounds especially inviting.

Too often, people imagine something overly formal, overly technical, or packed with jargon. This evening is intended to be the opposite.

Wealth & Wine: Sip, Connect & Learn has been created as a sociable and informal event where guests can meet like-minded professionals, enjoy a welcome drink, hear a short introduction from Clare Webb, Head of Clarke Willmott’s Family Team and Bristol Office, and then settle into an evening of wine tasting and conversation.

The point is not to overwhelm people with information. It is to create the right atmosphere for useful conversations.

Why events like this matter

Financial planning is rarely just about figures on a page.

It is about people’s lives, their families, their businesses, their responsibilities, and the choices they want to make in the years ahead. Those conversations are often easier when the setting feels natural and open.

That is one reason we are so pleased to be part of this event.

Bringing together expertise from Mather & Murray Financial, Rathbones and Clarke Willmott creates an opportunity for guests to spend time with professionals from different but connected backgrounds, whether their interests lean more towards wealth planning, legal considerations, investment thinking, or simply building better networks.

Not just for “finance people”

Another important point is that this is not an event only for people already immersed in financial services.

Nor is it designed around a narrow audience. In Helen’s own note, she made clear that this event is “isn’t just for the ladies”, and that wider, inclusive spirit comes through strongly.

This is about bringing together people who enjoy thoughtful conversation, valuable introductions and a pleasant evening in good company.

So whether you work in a professional services environment, know someone who may enjoy attending, or simply like the sound of an event that combines networking and insight without feeling stiff or forced, this should be a very enjoyable evening.

What to expect on the night

Guests can look forward to:

• a welcome drink
• an introduction from Clare Webb
• wine tasting
• relaxed networking
• conversation with like-minded professionals
• a few financial insights along the way

That balance is what makes the format appealing. It is not a seminar. It is not a sales pitch. It is a smart, social evening with a purpose.

Event details

Wealth & Wine: Sip, Connect & Learn
Date: Thursday 9 July 2026
Time: 5:30pm – 7:30pm
Venue: Clarke Willmott, Floor 10, Assembly Building C, Cheese Lane, Bristol, BS2 0JJ

Attendance can be confirmed by emailing one of the hosts, including Helen Quayle at helen.quayle@matherandmurray.co.uk.

Final thoughts

We are proud to support events that feel personal, approachable and worthwhile.

Wealth & Wine: Sip, Connect & Learn promises to be exactly that: a relaxed Bristol evening with good conversation, good company and a few useful ideas shared along the way.

If it sounds like something you would enjoy, or you know someone who might, we would be delighted to hear from you.

Wealth and Wine Invitation

FAQs

What is Wealth & Wine: Sip, Connect & Learn?

It is a relaxed evening event in Bristol combining wine tasting, networking, conversation and a few financial insights, co-hosted by Rathbones, Mather & Murray and Clarke Willmott.

When is the Wealth & Wine event?

The event takes place on Thursday 9 July 2026 from 5:30pm to 7:30pm.

Where is the event being held?

It is being held at Clarke Willmott, Floor 10, Assembly Building C, Cheese Lane, Bristol, BS2 0JJ.

Who is hosting the event?

The event is brought to you by Rathbones, Mather & Murray, and Clarke Willmott.

Is this event only for women?

No. Helen specifically noted that this event is not just for ladies and wanted that wider welcome reflected.

How do I confirm attendance?

Guests can confirm attendance by emailing one of the hosts, including helen.quayle@matherandmurray.co.uk.