Financial Advisory
For this community we split it into two and invite the top 100 to; A Meeting of Minds Advisory Distributors, COO Briefings, CFO Briefings, Heads of Wealth/Financial Planning Briefings, HR Breakfast Briefings, A Meeting of Minds Gatekeepers, WealthTech Matters and Retirement Matters.
And the top 100 to 600 to; A Meeting of Minds Winning Advisers, Retirement Matters and Paraplanning Excellence.
About this audience
Perhaps better known as the IFA World!
We break this community into two areas; Advisory Distributors and Winning Advisers.
Advisory Distributors - strategic and product heads from the top 100 UK Advisory Distributors i.e. the Nationals, Consolidators, Regionals, Networks, Rating Agencies, advice arms of Retail Banks and IFA.
Winning Advisers - business heads from the top 100-600 Independent Financial Advisory firms which typically have between £100M and £800M Assets Under Management and 3-20 advisers.
Events
VouchedFor and Owen James Adviser Awards - May 2025
SEI - CEO Consolidator Breakfast Briefing - May 2025
HR Wealth Management and Private Banking Breakfast Briefing - May 2025
A Meeting of Minds Winning Advisers North - May 2025
A Meeting of Minds Advisory Distributors - June 2025
A Meeting of Minds Winning Advisers South - October 2025
