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 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


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!

  • 17:20

    Fizz Flows

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

  • 19:30


    Time to reflect on the day, surrounded by peers

Sponsors & partners

BNY Mellon Asset Management

Tatton Investment Management

Nucleus Financial Services

Hearthstone Investments Plc

Orbis Access

Benchmark Capital 01

Dimensional Fund Advisors



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Pennyhill Park, London Road, Bagshot, Surrey