A Meeting of Minds Winning Advisers South 2023

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

5 October 2023

A Meeting of Minds Winning Advisers South - October 2023

A Meeting of Minds Winning Advisers South - October 2023

  • 5 Oct 2023

    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

Herrington Carmichael LLP

Charles Stanley

Aberdeen Standard

Nomura Asset Management

Nucleus Financial Services

Benchmark Capital 01

Dynamic Planner


Dimensional Fund Advisors

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

Find out More


  • Nick McGruer

    Nick McGruer

    Head of Department Consumer Investments, Financial Conduct Authority

    Nick McGruer Heads up Advisers Wealth and Pensions supervision at the FCA. He is responsible for the supervision of 5,500 IFAs and leading the FCA’s work on British Steel Pension Scheme. He also jointly Heads up the FCA’s growing footprint in Scotland. Nick joined the FCA in 2020 and has previously worked for the UK Government on pensions and employment matters. Before that he worked at the FSA.

  • Professor Anand Menon

    Professor Anand Menon

    Motivational Political Speaker

    Professor Anand Menon is a leading analyst of British and European politics, and one of the UK’s foremost commentators on Brexit and the future of the EU. He is Director of UK in a Changing Europe, a think tank dedicated to high-quality, impartial research into the impact of EU policies, attitudes towards the EU, and the evolving relationship between the EU and Britain. In his latest book, Brexit and British Politics(October 2017), he makes the case that Brexit is the result of long-term trends that have been in motion for decades. To fully grasp the implications of Brexit for Britain and Europe, he argues it is crucial to place it in this wider context. Anand is currently Professor of European Politics and Foreign Affairs at King’s College London. Previously he was Professor of West European Politics and Founder of the European Institute at the University of Birmingham. Before that, he was University Lecturer in European Politics at Oxford University. He currently also holds the posts of Associate Fellow of Chatham House and Senior Associate Member of Nuffield College Oxford. Few people are as well-versed in the intricacies of British and European politics as Anand, and few can match his reputation for rigorous and impartial analysis. With exceptional clarity, he provides expert insights on the immediate issues surrounding Brexit, but crucially, by placing Brexit in the context of long-term political, economic and social trends, he helps us understand the bigger picture: what does it tell us about the direction Britain and the EU are headed? Indeed, what does it tell us about the prospects for “the West” and the international order as a whole?

  • Christian Howes

    Christian Howes

    Marketing, Data, Analytics Lead and Broadcaster

    Christian Howes is an expert speaker in social media, digital and big data with nearly 20 years of experience. He has used his unique skills and knowledge to work with some of the biggest brands, production companies, and TV channels. Christian first garnered attention by observing the social media habits of viewers of reality TV shows and discussing his findings on Twitter. This led to an additional career as a social media and data presenter on BBC, BTSport, ITV, Channel 4 and Five. Christian has implemented his knowledge in numerous corporate settings as well as helping production companies to develop ideas and formats that integrate social data into programmes, and joining digital data with transactional processes to enable more effective customer service and marketing activities. His advice and expertise has been used by brands such as ASOS, Barclays, HSBC, Lloyds, Guinness, Playstation, Klarna, and many more.


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