A Meeting of Minds Winning Advisers North 2024

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

25 April 2024

A Meeting of Minds Winning Advisers North - April 2024

A Meeting of Minds Winning Advisers North - April 2024

  • 25 Apr 2024

    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 - £750M 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.


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 clarefrost@owenjamesgroup.com


Sponsors & partners

Tribe Impact Capital


Puma Investments

Columbia Threadneedle Investments

Nedgroup Investments

Standard Life

Hymans Robertson

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

Find out More


  • Tom Cheesewright

    Tom Cheesewright

    author, speaker and applied futurist

    Leading futurist, currently sharing his perspective on the future as an Applied Futurist for Book of the Future. Analysing the trends, threats and opportunities that the future may hold, Tom has worked with a variety of industries to help them realise their visions for the future. Using his Intersections Methodology, Tom is now booked as a speaker and consultant for corporate events, covering topics such as future cities, future of work, future food and the future of business. With former clients including BMW, ITV, Barclays, Bacardi and HSBC, it is without a doubt that Tom is a seasoned speaker.

  • Ben Riley-Smith

    Ben Riley-Smith

    Political Editor, Daily Telegraph

    Ben Riley-Smith is the Daily Telegraph‘s Political Editor. He has spent a decade at the paper covering politics in the Scottish Parliament, Westminster and Washington, DC. He has interviewed the last five prime ministers and covered the elections and referendums that have shaped recent British politics first hand. He has been shortlisted twice for political journalism at the British Journalism Awards.

  • Nick Hulme

    Nick Hulme

    Head of Department, Financial Conduct Authority

    Nick joined the FCA in 2019 after a decade in financial stability and prudential supervision roles at the FSA, Bank of England and Prudential Regulation Authority. He has also worked in private office for two Ministers of State at HM Treasury. Prior to this role in Consumer Investments, he worked in the FCA’s Financial Resilience Department. He holds an MBA Dip from Said Business School, Oxford University and BA Hons in Financial Management and Italian from Royal Holloway, University of London. He is also a publicly elected volunteer Governor of East Kent Hospitals NHS Foundation Trust and previously a Treasurer Trustee at two sports charities.


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