Winning Advisers - South

Pennyhill Park, London Road, Bagshot, Surrey

18 October 2018

A Meeting of Minds Winning Advisers - October 2018

A Meeting of Minds Winning Advisers - October 2018

  • 18 Oct 2018

    Pennyhill Park, London Road, Bagshot, Surrey

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This Meeting brings together the owner managers of financial advisory firms who typically have £150M - £200M funds under management and between 3 and 20 RIs. They represent independently spirited firms prospering post RDR. The agenda will examine all aspects of their business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole. This session is for those firms based in the southern half of the UK.

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: breakfast through to drinks with the option to join us for dinner. It is a forum made up of 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.
  • Some “me” time. We thought the art of sleeping might be a good start!

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 free to attend

Registering as a Participant

Participation at A Meeting of Minds Winning Advisers is by invitation only. For further details please call Emily Landless at Owen James on 01483 862698 - or email


Post event

In the run up to the Meeting of Minds, participants were encouraged to complete a questionnaire to help create a profile for the day. This data was then collect and aggregated to be used to provide trend information around both the participants sentiment as well as their business practices.

Scene Setter Findings



Schedule of the Day

  • 08:45

    Registration Coffee and Buns

    Informal networking over breakfast

  • 11:10


    Apple and BlackBerry time!

  • 11:30

    Structured Networking

    Mini meetings - an opportunity to exchange business cards

  • 13:25


    A seated formal lunch

  • 16:25

    Afternoon Tea

    Apple and BlackBerry time!

  • 17:30

    Fizz Flows

    Time for some networking, checking in, farewells and mini down time

  • 19:00


    Time to reflect on the day, surrounded by peers

Sponsors & partners

Hearthstone Investments Plc

Tatton Investment Management

BNY Mellon Asset Management

Nucleus Financial Services

Orbis Access

Benchmark Capital 01

Dimensional Fund Advisors



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  • Chris Gaines

    Chris Gaines

    Managing Director, The Trusted Executive Foundation

    Managing Director of The Trusted Executive Foundation, a not-for-profit organisation. The Trusted Executive vision is to create a new standard for leadership defined by trust and measured by a sustainable Triple Bottom Line of; Results, Relationships and Reputation. In partnership with author, founder and thought leader John Blakey, Chris now leads major trust programmes across the private, public and third place sectors consulting, coaching, mentoring, and working with senior leadership teams to put trust at the heart of their culture and brand to transform desired outcomes and organisational goals. In his previous career Chris held corporate board level appointments and worked across marketing, multimedia and hospitality sectors, establishing a proven track record in the leadership of delivering financial and organisational goals across B2B and B2C markets. A highly experienced commercial leader accomplished in working with and across international boards, skilled in leading the successful transition of major change programmes. Chris, lives in Weybridge with his wife Suzanne and 2 daughters.

  • Gareth Bullen

    Gareth Bullen

    CEO, Intrapreneur International

    Gareth has over 20 years experience of consultancy, diagnosing development needs, designing high impact learning interventions, and delivering successful workshops, programmes, and coaching sessions, in the private, third sector, and public sectors. He also speak at a number of seminars each year, and lead webinar discussions. Organisations Gareth has worked with include NPower, Big Lottery Fund, NHS, NGN, Portakabin, Scottish Power, and many Local Authorities. His passion is to free up the energy and talent within an organisation allowing employees to transform performance. He is a proud to be part of the group thought of as leaders in Intrapreneurship and am relentless in growing a movement to full employee involvement. Specialties: Intrapreneurship, Culture Change, Employee Engagement,Leadership, Customer Service, Negotiation Skills, Sales, Critical Thinking, Recruitment, Employment policies and procedures.

  • Sophie Bostock

    Sophie Bostock

    Sleep Evangelist & NHS Innovation Accelerator Fellow, Independent

    Sophie Bostock, PhD, is a health psychologist turned Sleep Evangelist. Following degrees in medicine and entrepreneurship, she completed a PhD at UCL in the field of Psychobiology, focusing on the interactions between work stress, wellbeing and heart disease. This led to an interest in sleep as one of the unsung heroes of health and performance. Sophie has conducted a number of research trials in corporate settings, exploring the impact of sleep improvement and mindfulness on productivity and wellbeing. Sophie now works as a leadership coach at CHX Performance and Innovation Lead at Big Health, a digital medicine company. She holds an NHS Innovation Accelerator Fellowship to help promote digital sleep medicine. Sophie has appeared as a sleep expert for the BBC and ITV, and is a TEDx speaker


Pennyhill Park, London Road, Bagshot, Surrey