A Meeting of Minds - Winning Advisers

28 April 2016

A Meeting of Minds Winning Advisers - April 2016

A Meeting of Minds Winning Advisers - April 2016

  • 28 Apr 2016

    The Mere Golf Resort and Spa, Chester Rd, Mere, Knutsford, Cheshire WA16 6LJ

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This is the twelfth session in a series of one day Meetings geared to the needs of owner managers of financial advisory firms which typically have something in the region of £150M funds under management and three or more advisers.

A Meeting of Minds Winning Advisers is a strategic platform which enables peer group strategic discussion.

  • Roundtable agenda produced as a result of substantial research within the community to ensure it is addressing those issues which are affecting the industry and individual businesses.
  • These discussions may relate to subjects covering:business models, regulatory impacts,innovative client propositions, technological developments such as robo adviser etc;client related topics - whether around attracting new clients, the client journey, the value proposition; as well as the big picture stuff such as Brexit and all its implications.
  • Plenty of networking - both structured and unstructured.
  • Keynotes - short sharp and provocative to stimulate new thinking.

The audience will number something in the region of 60 - 70 owner managers plus experts to support the roundtable discussion.  

To give you a feel for the sort of subjects up for discussion, we attached the final agenda.

As an owner manager of a substantial advisory business, there is no fee to take part, just your time and our goal is to ensure it is very well spent. Your day will be tailored to your specific needs and you will receive CPD points from your participation.

Kate Monserrate - Grounded Technology 







Sponsors & partners






  • Ralph Jackson

    Ralph Jackson

    Director & Partner, Lanson Communications

    Ralph advises companies and organisations on their corporate reputations. He is a public policy specialist having worked and advised companies on legislation, especially in financial services more broadly, for over 25 years. Formerly the lead spokesperson for the FSB, he has subsequently advised life companies, asset managers, banks and building societies on policy issues affecting them in the UK and EU. This has included J.P. Morgan Asset Management, Direct Line Group, Nationwide, Royal London, Standard Life and HBOS. He regularly contributes articles, comments, tweets, and blogs to industry titles, contributes as a speaker to client and industry forums, and chairs industry and stakeholder roundtables.

  • Grace Marshall

    Grace Marshall

    Author, Coach and Productivity Ninja, Think Productive

    Grace Marshall is an author, coach and Productivity Ninja, who specialises in helping people find ways of doing their best work with less stress and overwhelm and more fun, focus and fulfilment. She is also a qualified NLP practitioner and DiSC facilitator and a mum of two. Grace admits she's not a naturally organised person. Her passion for productivity began when she got fed up of saying "I haven't got enough time." She blogs at Grace-Marshall.com, runs workshops and speaks at conferences as a Productivity Ninja with Think Productive, and is the author of two books: the Amazon best selling “21 Ways to Manage the Stuff That Sucks Up Your Time” and “How to be Really Productive: achieving clarity and getting results in a world where work never ends” newly published by Pearson.

  • Lucian Camp

    Lucian Camp

    Lucian Camp Consulting

    Lucian has worked in marketing, branding and communications for well over 30 years, and has specialised in financial services for most of that time. He began as a copywriter, and subsequently founded, developed and eventually sold two agencies of his own where he was creative director and chairman. He has worked for scores of financial services clients over the years, with advice clients including St. James’s Place (for over 25 years), Chase de Vere, Openwork, John Charcol, Coutts, Sanlam and many smaller firms. Lucian also writes, blogs and speaks extensively on financial services marketing matters.

  • Jeff Coghlan

    Jeff Coghlan

    Founder, Matmi

    During the last 15 years at Matmi, Jeff has worked with a variety of clients across multiple sectors advising them on digital strategy, gamification and branded entertainment. He has embraced the amazing journey and is pleased how far digital has evolved and to have been a part of it. With a great team behind him he has produced and directed award winning digital solutions for so many amazing clients including The Gorillaz, United Airlines, Alton Towers, Comic Relief, ASDA, Vimto. Awards won include the Webbys, Big Chip, Fresh, Dadi, Cannes Lions, BT music awards. His work has seen him help catapult Lily Allen to the top of the charts, taught millions of kids to brush their teeth, vastly increased donations for leading charities like Comic Relief and Cancer Research and helped increase brand awareness and sales for many of the world’s leading brands.

  • John Porteous

    John Porteous

    Head of Client Proposition, Towry

    John is Head of Client Proposition at Tilney Best Invest, who recently acquired Towry. He joined Towry following the acquisition of Baker Tilly Financial Management in June 2014 where he held the position of Head of Wealth Management. With over 22 years' industry experience, John has gained a wide industry perspective, having undertaken senior leadership roles at BDO Investment Management and Macquarie Bank. John is a regular presenter at key influencer events and was a past chairman of the Society of Financial Advisors and formerly a main board director at the Institute of Financial Planning. John holds a degree in Financial Services Management from Edinburgh Napier University and is both a Certified and Chartered Financial Planner, as well as being a Fellow of the Chartered Institute for Securities and Investment.

  • Keith Hare

    Keith Hare

    Director, Creative Technologies

    Keith is a director of Benchmark Capital, a group of companies incorporating a multi award-winning IFA practice, a support organisation for Chartered IFAs, a software company and a discretionary platform. In previous lives, Keith has run his own consultancy firm, worked for several global software companies, run a team of actuaries and ran the Chartered Institute of Marketing for the East of Scotland. Outside work, Keith enjoys spending time with his young family, running and cycling long distances and raising money for CLIC Sargent, an amazing kids’ cancer charity.

  • Stuart Laidlaw

    Stuart Laidlaw

    CEO, Cyberlytic

    Stuart Laidlaw is CEO of Cyberlytic, which he co-founded in 2013. He has over 18 years’ experience within the IT security domain, working for global security companies including BAE Systems, CGI and Fujitsu, where he was responsible for delivering large IT security projects. Stuart led several groundbreaking technology projects for UK government agencies before co-founding Cyberlytic in 2013.

  • Michael Barrett

    Michael Barrett

    Consulting Director, The Lang Cat

    Mike is consulting director, and sole-proprietor of lang cat Isle of Wight office. A driver and survivor of platform mergers, migrations and RDR he held a number of senior roles at Skandia and Old Mutual Wealth, most recently Head of Platform Marketing. His favourite platform is platform 4 at Southampton.

  • Chris Davies

    Chris Davies

    Managing Director, Engage Insight

    Chris thrives in customer-focused environments where he is passionate about enabling improvements based on an organisation’s and individual’s needs. A published author on client trust and change management, Chris speaks at conferences about key issues such as strategic change incorporating Behavioural Economics, risk management and people development. Over the last six years, Chris has been working as a independent consultant providing strategic planning and support to financial and professional services companies. Key areas of expertise; strategic planning and aligning strategy to results, enhancing the client experience, structuring back and front office functions, implementing wealth management strategies and lifestyle fee based financial planning systems and designing Retail Distribution Review (RDR) corporate development learning and development programmes.


The Mere Golf Resort and Spa, Chester Rd, Mere, Knutsford, Cheshire WA16 6LJ