A Meeting of Minds Winning Advisers North 2022

Rudding Park, Rudding Ln, Follifoot, Harrogate HG3 1JH

21 April 2022

A Meeting of Minds Winning Advisers North - April 2022

A Meeting of Minds Winning Advisers North - April 2022

  • 21 Apr 2022

    Rudding Park

    Rudding Park, Rudding Ln, Follifoot, Harrogate HG3 1JH

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This event brings together the owner managers of financial advisory firms which typically have £150M - £500M funds under management and between 3 and 20 RIs. The agenda will examine all aspects of your business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole.

The benefits of participating:

  • Strategic engagement - Share best practice 
  • Meet your peers - Networking at the highest level
  • Hear new thinking and explore the latest trends
  • Inspiring insights from external keynote speakers
  • Platform for change - An opportunity to work through the key challenges facing both your business and the industry, with a view to find collective ways of driving change forward
  • Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you
  • CPD accredited

How does it work?

A Meeting of Minds is a day long forum with a networking dinner and drinks the evening beofre and is a blend of:

  • Keynote sessions geared to encouraging new thinking – typically from outside of the industry
  • Roundtables – small facilitated groups addressing a carefully researched agenda. The whole day is Chatham House and therefore participants are able to speak openly and freely.
  • Plenty of networking opportunities including a formal seated luncheon.

In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time efficient manner.

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Who will be participating?

  • This event will bring together the owner managers, CEO's and MD's of independently spirited financial firms. 

What does it cost?

  • The Meeting is by invitation only and free to attend.

Registering as a Participant

For further details please email johnhall@owenjamesgroup.com

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Sponsors & partners

Ninety One

EValue Limited

Novia Financial Planning

LGT Wealth Management

Quilter PLC

Dynamic Planner

Benchmark Capital 01

Lazard Asset Management

Multrees

For more information about sponsoring the event, please get in touch

Find out More

Speakers

  • Helena Territt

    Helena Territt

    Coach, Speaker, Leadership Development

    Helena Territt is an Executive Coach, ADHD Coach and an expert on workplace culture and authentic leadership. Her HR career spans start-ups, FTSE 100 companies and large Government departments, where she has supported teams through the Grenfell fire, the Windrush review and the start of the Covid pandemic. She also had a successful career in the private sector with STA Travel and British Airways where she led on HR transformation, Engagement, Wellbeing and Inclusion for 38,000 global employees. Helena loves coaching people who think differently, who like to challenge the status quo and who won’t stay in their lane; people who question the way things “should” be. The Link Between Disorder and Genius. Masking, code-switching, fitting in, gravitas. We all do it. But are you normal? How can we harness the potential of divergent thinking to stay ahead of disruptive innovation?

  • Martyn Laverick

    Martyn Laverick

    Divisional Director of Mergers & Acquisitions, Paul Harper Search and Selection

    Martyn has over 30 years of experience within the financial services industry, predominantly based within the advising sector. He has successfully set up and sold an IFA practice, Chartwell Investment Management, sat on the board of Chase de Vere Investments and was Managing Director of Jelf Financial Planning - a regional based IFA firm. During his years in the industry he has been responsible for the acquisition and selling of different sized businesses and brings a valuable insight from both the side of the vendor as well as the acquirer. Martyn's experience and knowledge of the IFA landscape will prove invaluable to Soprano’s clients.

  • Roderic Rennison

    Roderic Rennison

    Director, Rennison Consulting

    Roderic Rennison FCII, FPMI, FPFS, CFP Chartered MCSI, CDir FIoD is director of Rennison Consulting Ltd a company that he set up in 2008 to provide consultancy, interim and non-executive director services to intermediaries and providers in the retail financial services sector with a particular focus on strategy, transition, proposition, as well as intermediary acquisitions and sales. His whole career has been spent in financial services, encompassing a variety of roles ranging from sales, sales management, strategy, product development and proposition and latterly, the RDR and dealing with the practical aspects of transition and sales and acquisitions, together with fund raising. Roderic is a member of the CII’s Disciplinary Committee and has a particular interest in the future of financial advice and how intermediaries will deliver their services to clients in a fast changing market that is increasingly impacted by regulation and technology. Roderic works with intermediaries to help drive greater effectiveness in their businesses as a result of the RDR with a particular emphasis on enhancing their propositions and developing new markets, as well the effective management of outsourced relationships. He is also heavily involved in working with the boards of intermediary firms who are either considering acquisitions or a trade sale to help them formulate and then execute their chosen strategy with a specific emphasis on consequences for shareholders and employees.

  • Sam Shaw

    Sam Shaw

    Freelance writer, editor and presenter

    Sam Shaw has been a financial journalist and presenter for 15 years, holding senior editorial positions across the B2B press, including editing Financial Times Business's flagship investment title.  She now works as a freelance writer, editor, content producer and presenter, across trade and consumer media.

  • Ben Lyttleton

    Ben Lyttleton

    British football journalist and author

    Football journalist and author Ben Lyttleton understands what we can learn about the most important aspects of work and life from the world’s most popular sport. In his book Edge: Leadership Secrets of Football’s Top Thinkers, he interviewed some of football’s topvcoaches, including Thomas Tuchel and Ralf Rangnick, to learn how they foster talent and build empathy within a team, help individuals adapt in order to realise their potential, and find power in developing a social purpose. Ben works with football and NBA teams and their coaches to help them develop elite performance and discover their own competitive edge. Through extensive interviews with the biggest names in the game, exclusive behind-the-scenes access to insiders at Premier League giants Liverpool and Chelsea, and a life spent watching some of the most successful (and not-so successful) teams and managers, Ben has developed a comprehensive picture of leadership, teamwork and talent improvement. With his personal connection to some of the biggest names in sport, Ben illustrates the surprising and insightful aspects of leadership and teamwork in football whilst making it relevant and enlightening even to those that aren’t fans of the beautiful game.

  • John Chapman

    John Chapman

    Consultant, Orion Consultancy Limited

    John is a chartered accountant having trained with EY. He worked in senior positions in a number of financial services businesses, including the Finance Director of a Japanese-owned private equity firm, prior to becoming Managing Director of Torquil Clark, the national IFA business, in 2003. John led the business through an organic and acquisition growth strategy resulting in the acquisition of four businesses in eighteen months and the ultimate sale of the business in 2008 to Skipton Building Society. The sale to Skipton resulted in a trebling of shareholder value in the five years he managed the business. Following the sale to Skipton, John remained with the organisation and guided the continued growth of the business. Following the international financial crisis, Skipton’s strategy changed and a decision was made to dispose of Torquil Clark. The stake was acquired by the national consolidator, Bellpenny. John stayed with the organisation until the end of 2015 when he left to set up the consulting business which would eventually become Orion Consulting Group. John’s background in running a diverse IFA group and buying and selling businesses within the sector gives him a unique insight into M&A strategy, integration and developing businesses of value.

Location

Rudding Park, Rudding Park, Rudding Ln, Follifoot, Harrogate HG3 1JH


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