Winning Advisers

17 October 2017

A Meeting of Minds Winning Advisers South - October 2017

A Meeting of Minds Winning Advisers South - October 2017

  • 17 Oct 2017

    Pennyhill Park Hotel & Spa, Surrey

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Owen James are thoroughly embedded in the IFA world... A Meeting of Minds Winning Advisers

A Meeting of Minds - Winning Advisers is a one day event which brings together the owner managers of top IFAs to work through a set of strategies crucial to the ongoing success of their businesses. These firms will typically have Funds Under Management in excess of £200M and between four and twenty advisers.

Its goal is to:

  • Enable participants to share strategic insights
  • Review best practice
  • Hear new thinking and understand the latest trends
  • To network and explore new business development opportunities. 

Through our IFA events, we have developed a vital understanding of the issues affecting the engine of financial advice. With the encouragement of the RDR we belong to a more sharing and understanding industry, but with that has come change and uncertainty.

There has never been a better time to come together with your peers to discuss the changes in the industry, issues you will no doubt all be facing, to share best practice and manage the developments which you will all be affected by.

For further details please call Emily Landless at Owen James on 01483 861334 or email emilylandless@owenjamesgroup.com

READ MORE ABOUT MEETING OF MINDS

READ MORE ABOUT THIS COMMUNITY

PREVIOUS FINDINGS FROM MEETING OF MINDS OCTOBER 2016 

CPD accredited event

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Sponsors & partners

Architas

Goji

Dimensional 2

Woodford

Russell Investments

Source

Fundment

Carmignac Gestion

HSBC GAM

Ishares

Benchmark Capital 01

Vanguard

Schroders

Location

Pennyhill Park Hotel & Spa, Surrey


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