A Meeting of Minds - Winning Advisers

The Grand, York, Station Rise, North Yorkshire

8 October 2020

A Meeting of Minds - Winning Advisers North - 8 October 2020

A Meeting of Minds - Winning Advisers North - 8 October 2020

  • 8 Oct 2020

    The Grand

    The Grand, York, Station Rise, North Yorkshire

    View Map

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 also be holding an industry dinner the night before on the evening of Wednesday 7 October and then holding the Meeting itself on Thursday 8 October concluding at 4.30. Please note this event was due to take place on Thursday 30 April but was postponed due to government advice in response to the COVID-19 virus.

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. We take a Chatham House approach and therefore participants are able to speak openly and freely.
  • Plenty of networking opportunities (structured and unstructured) 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, CEOs and MDs of independently spirited financial firms. 

What does it cost?

  • The Meeting is by invitation only and free to attend.

If you would like further information - please contact Charlie Martin on 01483 861334


Sponsors & partners




Hymans Robertson

Nucleus Financial Services

Tatton Investment Management

Old Mutual Wealth

Benchmark Capital 01


Sponsor the next Winning Advisers event

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

Find out More


The Grand, The Grand, York, Station Rise, North Yorkshire