Winning Advisers - Harrogate

Rudding Park, Follifoot, Harrogate, North Yorkshire HG3 1JH

30 April 2019

Winning Advisers - Harrogate

Winning Advisers - Harrogate

  • 30 Apr 2019

    Rudding Park Hotel

    Rudding Park, Follifoot, Harrogate, North Yorkshire HG3 1JH

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Winning Advisers provides a unique opportunity to gain strategic insights and explore new business opportunities within the world of financial planning and advice.

This year we are running Winning Advisers in three different locations: Rudding Park Hotel (Harrogate - Tuesday 30 April); Bowood Hotel (Nr Chippenham - just off the M4 - Thursday 2 May) and Tylney Hall (nr Hook, Hampshire - Tuesday 15 October).

By running this event in three locations, we are keen to enable more forward thinking owner managers of independently spirited financial advisory firms to meet and share individual business insights and discuss the evolving nature of the industry.

Our goal is to demand as little of your time as possible and to provide you with as rich an experience as possible.


Keynote sessions geared to encouraging new thinking – typically from outside the industry;

Roundtables – small facilitated groups addressing the agenda which has been carefully built based on research meetings held within your peer group. The whole day is Chatham House and therefore participants are able to speak openly and freely.

The roundtables take place in a private room with, typically, some 15 people around the table. Tent cards with participants’ names and companies are set out to make it easy to identify your peer group. The sessions are introduced by an expert on the subject. This introduction will usually last about 10 minutes before the conversation is opened up to the table, the goal being to ensure that everyone gets stuck in! The session facilitator will bring the session to a conclusion, highlighting the key points raised.

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.


You will be an owner manager or Board Directors of an IFA which typically has in excess of  £80M FUM and at least two financial advisers. To see a snapshot of those who participated at previous sessions, please review the Scene Setter research.

We anticipate fielding a group of circa 50.


All these sessions are held in very civilised settings. If we are going to persuade you to take a day out of your busy calendar, the least we can offer is an agreeable setting and an above average lunch.

In the run up to the event, you will have been invited to shape your day by choosing those roundtable sessions which are of most interest and relevance to you. You will therefore be working to a personalised itinerary which will be available on the event app.

The full Schedule of the Day can be found by clicking on the button on the right.

There is no cost to attend and the event is CPD accredited.


Do please call Charlie on 01483 861334 or email her at

Full Participant List


Schedule of the Day

  • 08:30


    Informal networking over breakfast

  • 09:00


  • 09:50

    Roundtable 1

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 10:55


    Apple & BlackBerry time

  • 11:15

    TED Talks

    Our sponsors will provide short sharp entertaining TED style blasts on an area of your business which they feel able to contribute to.

  • 11:45

    Roundtable 2

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 12:50


    A seated formal lunch

  • 14:30

    Roundtable 3

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 16:15

    Afternoon tea and champagne

    Time for some networking and farewells. A cup of tea if you are driving and perhaps a glass of something slightly stronger if you are training it.

Sponsors & partners

Dimensional Fund Advisors



Find out More


  • Sophie Bostock

    Sophie Bostock

    Sleep Evangelist & NHS Innovation Accelerator Fellow, Independent

    Sophie Bostock, PhD, is a health psychologist turned Sleep Evangelist. Following degrees in medicine and entrepreneurship, she completed a PhD at UCL in the field of Psychobiology, focusing on the interactions between work stress, wellbeing and heart disease. This led to an interest in sleep as one of the unsung heroes of health and performance. Sophie has conducted a number of research trials in corporate settings, exploring the impact of sleep improvement and mindfulness on productivity and wellbeing. Sophie now works as a leadership coach at CHX Performance and Innovation Lead at Big Health, a digital medicine company. She holds an NHS Innovation Accelerator Fellowship to help promote digital sleep medicine. Sophie has appeared as a sleep expert for the BBC and ITV, and is a TEDx speaker

  • Professor Matthew Goodwin

    Professor Matthew Goodwin

    Professor of Politics, University of Kent

    Matthew J. Goodwin is an academic, writer and speaker known mainly for his work on British and European politics, extremism, immigration and Euroscepticism. He is currently a Professor of Politics at Rutherford College, University of Kent, and a Senior Visiting Fellow at the Royal Institute of International Affairs, Chatham House. Matthew is a trained political scientist. He engages widely and has worked with over two hundred non-academic organisations from the European Parliament and National Security Agency down to his local police authority.


Rudding Park Hotel, Rudding Park, Follifoot, Harrogate, North Yorkshire HG3 1JH