A Meeting of Minds Winning Advisers South 2021

Tylney Hall Hotel

14 October 2021

A Meeting of Minds - Winning Advisers - South - 14 October 2021

A Meeting of Minds - Winning Advisers - South - 14 October 2021

  • 14 Oct 2021

    Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ

    Tylney Hall Hotel

    View Map

This Meeting 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, we will be holding the dinner on the evening of Wednesday 13 October and then holding the Meeting itself on the Thursday concluding at 4.30.

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.

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 John Hall at johnhall@owenjamesgroup.com.


Sponsors & partners

LGT Wealth Management



BNY Mellon Asset Management

Quilter PLC

Hymans Robertson

Dynamic Planner

Benchmark Capital 01


Aviva Investors

Dimensional Fund Advisors


Sponsor the next Winning Advisers event

Find out more about being a Strategic Partner or Sponsor on this event.

Find out More


  • Catherine Parry

    Catherine Parry

    Founder and CEO, DeepView

    Serial entrepreneur with deep experience in the regulatory and compliance spaces. 2014, Young Global Leader, World Economic Forum. Founder and Chief Executive Officer, DeepView, an enterprise compliance software solution that recognises data and compliance breaches in digital and social media images. This machine learning product is built from a deep understanding of global regulation and law, the solution is used by regulators and regulated organisations that grapple with the spectrum of global regulation surrounding social media and digital usage. Speaker on regulation, digital and social media, including on World Economic Forum panels at the Annual Meeting in Davos as well as on the BBC, Radio 4 and CNBC.


Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ, Tylney Hall Hotel