A Meeting of Minds Winning Advisers South - October 2025

Winning Advisers South is a deep dive into the key drivers of productivity, profitability, and industry trends shaping the future of financial advice. Expect insightful discussions, valuable connections, and fresh perspectives to help your business thrive.

But the experience goes beyond the boardroom. Join us the evening before for an exclusive networking dinner, complete with a subsidy for your overnight stay. The gathering isn’t just any dinner - prepare for a surprise entertainment experience revealed on the 8th! Previous years have featured magicians, singers, dancers, and even famous footballers, making it a night to remember.

Who will be in the room?

Business heads from the top 100-600 Independent Financial Advisory firms which typically have between £100M and £800M Assets Under Management and 3-20 advisers.

What does it cost?

• Participation is by invitation only, there is no fee to attend and is CPD accredited

Benefits of attending - how the event is shaped

• Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships

• 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

• Visionary inspiration – hear from brilliant keynote speakers who knows everything about the latest industry news and innovations

• 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:

• Economics & geopolitics

• Regulation

• Client evolution

• Productivity

• Growth

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.

Curious? Intrigued? Dive into the full agenda below!

What our delegates say about our A Meeting of Minds Winning Advisers events

If you would like to receive an invite, use the form below or for more information please get in touch with Clare Frost