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
AAB Wealth Chartered Financial Planners
,Partner
Advanta Wealth Ltd
,Managing Director
Argentis Financial Planning Ltd
,Chief Commercial Officer
Argentis Financial Planning Ltd
,Head of Financial Advice
Atomos
,Managing Director, Financial Planning
Attivo Group
,Operations Director
Attivo Group
,Head of Proposition
Aviva
,Head of Strategic Partnerships
Aviva
,Head of Adviser Platform
Blevins Franks Financial Management Limited
,Head of Strategic Partnerships
Blevins Franks Financial Management Limited
,Head of Wealth Structuring
Broadstone Ltd
,Investment Director
Clifton Asset Management PLC
,Managing Director
Clifton Asset Management PLC
,Head of Compliance
Colmore Partners
,Financial Planning Director
Consumer Duty Alliance
,Chief Executive Officer
Continuum (Financial Services) LLP
,Head of Partnership Development
Defaqto Ltd.
,Head of Firm Management
Finli Group
,Chief Distribution Officer
Fintel
,Chief Executive Officer, Fintel Services Division
Flying Colours Advice Limited
,Group CEO
Forvis Mazars Financial Planning Limited
,Partner, Head of Financial Planning
HFMC Wealth
,Executive Director
Hummingbird Family Ventures
,Director
In Partnership Financial Advisers Limited
,Chief Executive Officer
Independent Consultant
,Partner
Isio Wealth Planning
,Director
JustFA
,Chief Executive Officer
Liberate Wealth
,Chief Technology Officer
Loyal North
,Senior Adviser, Acquisitions
Loyal North
,Acquisitions Director
MKC Wealth Ltd
,Chief Executive Officer
MWA Financial
,Head of Compliance
Mattioli Woods Plc
,Chief Risk Officer
Mattioli Woods Plc
,Managing Director - Business Development & Marketing
Moneyfarm
,UK Chief Commercial Officer & CEO Willis Owen
My Time Pension
,Co Founder and CEO
One Four Nine Group
,Chief Financial Officer
One Four Nine Group
,Chief Executive Officer
Origen Financial Services
,Director, Proposition and Marketing
Paradigm
,Managing Director, Paradigm Mortgage Services
Paradigm Norton Financial Planning Ltd
,Regional Director, Investment Committee Chair
Parmenion Capital Partners LLP
,Intermediary Distribution Director
Perspective Financial Group Limited
,Group Acquisitions Director
Pi Financial Ltd
,Chief Executive Officer
Pi Financial Ltd
,Compliance Director
Pi Financial Ltd
,Managing Director
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
Quilter plc
,Head of Acquisitions
RBC Brewin Dolphin Limited
,Senior Director Client Advice UK
RSMR
,Director
Raymond James Investment Services Ltd
,Director of Wealth Management Services – Proposition & Development
Raymond James Wealth Management
,Managing Director, Central Financial Services & Chief Client Officer
Shackleton Advisers
,Group Compliance Director
Shackleton Advisers
,Chief Executive Officer
Soderberg & Partners
,Managing 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 Openwork Partnership
,Business Development Director
The Private Office
,Snr Partner & Financial Planner
The Private Office
,Chief Executive Officer
Titan Wealth Planning
,Head of Proposition
Tribe Impact Capital LLP
,Client Relationship Director
Tribe Impact Capital LLP
,Partner
Validpath Ltd
,Proposition Director
Validpath Ltd
,Succession Director
Wealth Wizards
,Head of Personal Advice
Wise Investment
,Non-Executive Director
Wren Sterling
,Marketing 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
Funkled
,Founder
Keynote Speaker
,Body language expert and author
Russell Communications
,Founder
SBR Consulting
,Management Consultant
Simplybiz Ltd
,Chief Executive Officer
Event’s latest information
View the Draft Agenda and Schedule of Day
Headline Sponsors
Speakers
Dan Russell
Founder of Funkled
James Kanagasooriam
Chief Research Officer at FocalData
Martin Brooks
Body Language Expert, Business Media Commentator & Entrepreneur
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
