A Meeting of Minds Winning Advisers South 2022

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

13 October 2022

A Meeting of Minds Winning Advisers South - October 2022

A Meeting of Minds Winning Advisers South - October 2022

  • 13 Oct 2022

    Tylney Hall Hotel & Gardens

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

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This event 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 with a networking dinner and drinks the evening before 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 johnhall@owenjamesgroup.com


Sponsors & partners


Fidelius Ltd

Ninety One

Novia Financial Planning

LGT Wealth Management

Quilter PLC


Dynamic Planner

Benchmark Capital 01

Aviva Investors


Dimensional Fund Advisors

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

Find out More


  • Charlène Gisèle

    Charlène Gisèle

    Performance Coach

    Charlène Gisèle is a former Big Law litigator and legal tech manager who transformed her career to become a High Performance Coach. Charlène Gisèle is a certified Master Neuro-linguistic programming (NLP), Business, Health and Breathwork Coach. She is the founder of coaching consultancy Charlène Gisèle® and her unique 'Sustainable High Performance' coaching method. As a prior London Litigator, Charlène understands the pain points and stressors successful professionals can face. Charlène now works with industry-leading organisations and professionals with the mission to maximise their performance sustainably. Charlène is also an Award-winning Keynote speaker and thought leader on the subject of Burnout Prevention, Recovery and Sustainable Success. Charlène's unique Sustainable High Performance coaching method has been featured in The Financial Times, The Times, The Guardian and BBC Radio.

  • Eliza Filby

    Eliza Filby

    Historian of Contemporary Values and Visiting Professor, King’s College, London

    Eliza is a speaker, writer and consultant specialising in a history of Generations and contemporary values. Eliza looks at how the people’s values and behaviours are changing and the implications for politics, work, consumption, society and economics. She studies the evolution of generations rather than lazy generalisations; nuance and history is key. Her job is to differentiate between what is age-related and what is generation-specific. Eliza published her first book God and Mrs Thatcher: The Battle for Britain’s Soul in 2015 based on her PhD. When writing about political change in the eighties, she became more and more interested in the generation that were born in that era i.e. Millennials. Out of which, spun a research career into generational change. Eliza has written for the major broadsheets in the UK from The Guardian, Times, Telegraph as well as reviewed for the Financial Times. She loves the thrill of a live broadcast and has frequently appeared on the media from BBC News to Fox News as well as radio programmes. Eliza also regularly appear on the Sky News Evening Paper Review Show. 'Research for research sake is lovely but I relish sharing my knowledge with people and organisations for whom it has particular value and I’ve been lucky to speak at and work with some truly impressive companies both big and small. I have debated at the Oxford Union, sparred at the Conservative Party Conference, delivered Powerpoint slides at Buckingham Palace'.

  • Ben Lyttleton

    Ben Lyttleton

    British football journalist and author

    Football journalist and author Ben Lyttleton understands what we can learn about the most important aspects of work and life from the world’s most popular sport. In his book Edge: Leadership Secrets of Football’s Top Thinkers, he interviewed some of football’s topvcoaches, including Thomas Tuchel and Ralf Rangnick, to learn how they foster talent and build empathy within a team, help individuals adapt in order to realise their potential, and find power in developing a social purpose. Ben works with football and NBA teams and their coaches to help them develop elite performance and discover their own competitive edge. Through extensive interviews with the biggest names in the game, exclusive behind-the-scenes access to insiders at Premier League giants Liverpool and Chelsea, and a life spent watching some of the most successful (and not-so successful) teams and managers, Ben has developed a comprehensive picture of leadership, teamwork and talent improvement. With his personal connection to some of the biggest names in sport, Ben illustrates the surprising and insightful aspects of leadership and teamwork in football whilst making it relevant and enlightening even to those that aren’t fans of the beautiful game.


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