A Meeting of Minds Advisory Distributors is a high-level forum where the CEOs/MDs, who set the overall strategy for the firm - be it a national, network or consolidator, and those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients.
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, forging new relationships over dinner and structured networking, addressing the subjects which matter to you through our roundtables sessions, all within a time-efficient manner.
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Who will be in the room?
Strategic and product heads from the top 100 UK Advisory Distributors i.e. the Nationals, Consolidators, Regionals, Networks, Rating Agencies, advice arms of Retail Banks and IFA.
What does it cost?
- Participation is by invitation, there is no fee to attend and is CPD accredited
Benefits of attending - how the event is shaped
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Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships
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Strategic collaboration – share best practices and tackle key industry challenges through an informal breakfast, a seated lunch, and post-event drinks to keep the ideas (and the good times) flowing
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Visionary inspiration – hear from brilliant keynote speakers who knows everything about the latest industry news and innovations
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Tailored experience – customise your itinerary with roundtables and discussions on the topics that matter most to you
Be captivated by exclusive upcoming roundtable discussions that include:
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Geopolitics
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Productivity & innovation
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Organic & inorganic growth
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Client matters
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People and workplace
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Regulation
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Investments
Get ready for a day like no other - where the sharpest minds in fund selection and investment research come together to challenge thinking, spark debate, and uncover the next big opportunities.
What our delegates say about A Meeting of Minds Advisory Distributors
If you would to receive an invite, use the form below or for more information please get in touch with John Hall
Argentis Financial Planning Ltd
,Chief Commercial Officer
Argentis Financial Planning Ltd
,Head of Financial Advice
Blevins Franks Financial Management Limited
,Head of Strategic Partnerships
Blevins Franks Financial Management Limited
,Head of Wealth Structuring
Charles Stanley & Co Ltd
,Managing Director - Charles Stanley Central Financial Services & Chief Client Officer
Clifton Asset Management PLC
,Managing Director
Colmore Partners
,Financial Planning Director
Consumer Duty Alliance
,Chief Executive Officer
Continuum (Financial Services) LLP
,Head of Partnership Development
Hummingbird Family Ventures
,Director
In Partnership Financial Advisers Limited
,Chief Executive Officer
Kingswood
,Chief Risk Officer
MWA Financial
,Head of Compliance
Mattioli Woods Plc
,Managing Director - Business Development & Marketing
Origen Financial Services
,Director, Proposition and Marketing
Paradigm
,Managing Director, Paradigm Mortgage Services
Parmenion Capital Partners LLP
,Intermediary Distribution Director
Perspective Financial Group Limited
,Group Acquisitions Director
Pi Financial Ltd
,Chief Executive Officer
Platforum
,Head of Editorial Strategy
Quai Digital
,Non-Executive Director
Quilter Financial Planning
,Managing Director of Quilter Financial Advisers, National Advice Business
Quilter Financial Services Ltd
,Head of Adviser & Client Support
Quilter plc
,Mergers and Acquisitions Director
Quilter plc
,Commercial Director
RBC Brewin Dolphin Limited
,Senior Director Client Advice UK
Raymond James Investment Services Ltd
,Director of Wealth Management Services – Proposition & Development
Shackleton Advisers
,Group Compliance Director
St. James's Place Wealth Management Group
,Director - Large Business Unit
Strategic Solutions Financial Services
,Partner & Chartered Financial Planner
Tavistock Investments Plc
,Corporate Development Director
The Private Office
,Snr Partner & Financial Planner
Validpath Ltd
,Proposition Director
Validpath Ltd
,Succession Director
VouchedFor
,Head of Firm Management
Wealth Wizards
,Head of Personal Advice
Willis Owen Limited - part of Moneyfarm Group
,Managing Director
threesixty services LLP
,Chief Executive Officer
Buckingham Research & Consultancy Ltd
,Investment Consultant
JoyndUp Ltd
,Director
Melo
,Chief Innovation Officer
Mint Blue Consulting Ltd
,Owner and Director
Model Office-MO®
,CEO
Ocorian (UK) Limited
,Consulting Lead
Origo Services Limited
,Head Of Market Development
RSMR
,Director
SBR Consulting
,Management Consultant
Simplybiz Ltd
,Chief Executive Officer
Event’s latest information
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A great event where all content is so relevant, current, and discussed at the appropriate level of expertise
Managing Director , M&G Wealth Advice
From our June 2024 Event
John Hall
Senior Delegate Manager
