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
Headline Sponsors
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2 Plan Wealth Management Limited
,Managing Director
Advanta Wealth Ltd
,Chief Revenue Officer
Advanta Wealth Ltd
,Regional Director SW
Argentis Financial Planning Ltd A/R Shackleton
,Chief Commercial Officer
Atomos
,Business Management Director
Attivo Group
,Operations Director
Aviva
,Commercial Director
Barclays Wealth & Investment Management UK
,Chief of Staff
Beckett Investment Management
,Chairman
Benchmark Capital
,Chief Executive Officer
Blevins Franks Financial Management Limited
,Head of Wealth Structuring
Broadstone Ltd
,Investment Director
CMS Wealth Ltd
,Managing Founder
Clifton Asset Management PLC
,Managing Director
Clifton Asset Management PLC
,CWP & EPIM Head of Compliance
Colmore Partners
,Managing Director
Continuum (Financial Services) LLP
,Managing Partner
Craven Street Wealth
,Chief Executive Officer
Douglas Steers & Company Ltd
,Director
Fairstone Group
,Chief Financial Planning Officer
Fairstone Group
,Chief Operating Officer
Foster Denovo
,Director of Private Wealth
Foster Denovo
,Group Managing Director
Furnley House Ltd
,Managing Director
GrapheneAI
,Corporate Development Director
HSBC Bank Plc
,Global Senior Manager Financial Planning
Hargreaves Lansdown Asset Management Limited
,Head of Advisory Operations
In Partnership Financial Advisers Limited
,Chief Executive Officer
Independent Consultant
,Managing Partner
Independent Consultant
,Mergers and Acquisitions Director
JustFA
,Chief Executive Officer
Loyal North
,Acquisitions Director
Loyal North
,Senior Adviser, Acquisitions
Mattioli Woods Plc
,Managing Director - Business Development & Marketing
Mattioli Woods Plc
,Managing Director ‑ Investment Product Solutions and Platform
Moneybox
,Director of Advice
Moneyfarm
,UK Chief Commercial Officer & CEO Willis Owen
My Time Pension
,Co Founder and CEO
Origen Financial Services
,Director, Proposition and Marketing
Paradigm Norton Financial Planning Ltd
,Regional Director - London
Parmenion Capital Partners LLP
,Intermediary Distribution Director
Pi Financial Ltd
,Managing Director
Pi Financial Ltd
,Compliance Director
Pi Financial Ltd
,Chairman
Platforum
,Head of Editorial Strategy
Purposeful Group (formerly Finitor Wealth)
,Chief Client Officer
Quai Digital
,Chairman
Quilter Financial Services Ltd
,Head of Adviser & Client Support
RSQ Wealth Management
,Managing Director
Raymond James Wealth Management
,Managing Director, Central Financial Services & Chief Client Officer
Raymond James Wealth Management
,Group Chief Financial Officer
Saltus Partners LLP
,Chief of Staff
Sesame Bankhall Group
,Chair
Shackleton Advisers
,Group Compliance Director
Soderberg & Partners
,CEO of Soderberg & Partners Asset Management
Soderberg & Partners
,Managing Director
St James's Place
,Director - Advice Policy
St. James's Place Wealth Management Group
,Head of Advice Policy (non pensions)
Strategic Solutions Financial Services
,Partner & Chartered Financial Planner
The Openwork Partnership
,Head of Partnership Services
The Openwork Partnership
,Director of Wealth Proposition
The Penny Group LLP
,Client Services Director
The Private Office
,Snr Partner & Financial Planner
The Private Office
,Chief Marketing Officer
The Private Office
,Commercial Director
Tribe Impact Capital LLP
,Partner
Validpath Ltd
,Succession Director
Wise Investment
,Non-Executive Director
Wren Sterling
,Marketing Director
Catalyst Partners
,Partner
Catalyst Partners
,Director
Delta Capita - Financial Markets Consulting
,VP CLM Sales
JoyndUp Ltd
,Director
Melo
,Chief Innovation Officer
Mint Blue Consulting Ltd
,Owner and Director
Model Office-MO®
,CEO and Founder
Ocorian (UK) Limited
,Consulting Lead
Origo Services Limited
,Head Of Market Development
Fundhouse
,Founder and Chief Investment Officer
Moneyinfo
,Founder & Managing Director
TFP Financial Planning Ltd
,Financial Planner, Author, Podcast host & Retirement Thought-Leader
The Workplace Happiness Expert
,Founder
HSBC Asset Management (UK) Limited
,Director, Financial Institutions - London / Co-Head of Social Mobility
SBR Consulting
,Management Consultant
Event’s latest information
View Draft Agenda and Schedule of the Day
Headline Sponsors
Speakers
Rory Maguire
CEO at Fundhouse
Dan Haylett
Financial Planner, Author, Podcast host & Retirement Thought-Leader
Richard Clarke
Founder of The Workplace Happiness Expert
I attend many events, however the consensus is that the Owen James Meeting of Minds are generally the best and have consistently high-quality attendees.
Chair , Sesame Bankhall Group
From our June 2026 Event
John Hall
Senior Delegate Manager
