Since 2005, Owen James has run over 150 Meeting of Minds events for the top advisory and wealth management firms in the UK. These events typically have always been run in and around London, with a couple of Northern iterations, and for the second year running we are heading to Scotland.
The events have become a trusted platform for key influencers from the largest advisers and wealth managers to work through the key challenges facing the industry alongside providers, consultants, associations and the regulator – with a view of finding ways collaboratively to drive change forward.
Who will be in the room?
Top CEOs and Managing Directors from the leading financial advice and wealth management firms (i.e. DA firms with >3 advisers/RMs and AUM > £50m).
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
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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; networking dinner on 3 November, chats over coffee, a formal seated lunch, one to ones and post-event drinks to keep the ideas (and the good times) flowing
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Inspiring Keynotes – hear from brilliant keynote speakers about the latest industry news and innovations
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Customised itinerary – choose the roundtables and discussions that matter most to you
Be captivated by exclusive upcoming roundtable discussions that include:
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Economics & Geopolitics
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Regulation
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Client evolution
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Productivity
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Growth
What our delegates say about our A Meeting of Minds events
If you would like to receive an invite, use the form below or for more information please get in touch with John Hall
Headline Sponsors
2 Plan Wealth Management Limited
,Managing Director
AC Wealth (Aberdein Considine & Co.)
,Director & Head of Compliance
Advanta Wealth Ltd
,Managing Director
Alan Ellis Financial Services Limited
,Director & Adviser
Alan Ellis Financial Services Limited
,Director
Amber River C&M
,Managing Director
Armstrong Watson Financial Planning Limited
,Financial Planning Director – Operations & Commercial
Bluesky Independent Wealth Managers Ltd
,Director
Brandane Financial Services Ltd
,Director/IFA
Clark Gillone A/R Finli Group
,Director
Clifton Asset Management PLC
,Managing Director
Clifton Wealth Partnership Ltd
,Financial Planning Support Manager - Regional
Darsco Wealth Management
,Director
Dodd & Co Wealthcare
,Chartered Financial Planner
Executive Benefit Services (Uk) Limited
,Managing Director
Executive Benefit Services (Uk) Limited
,Director & Chartered Financial Planner
Finli Group
,Director - Finli Group
Gilliland Neilson Brown Limited
,Managing Director
Glenearn Wealth Management A/R Quilter
,Chartered Financial Planner and Fellow of the Personal Finance Society
Global Advice Group Ltd
,Director
Henderson Stone & Co Ltd A/R Quilter
,Director
Hunter Wealth Management A/R Pi Financial
,Director
IBOSS Asset Management Limited (acquired by Kingswood)
,Chief Investment Officer
Independent Consultant
,Corporate Development Director
Integrity365
,Chief Executive Officer
James Hambro & Partners LLP
,Partner
Kings Park Financial Management (Scotland) Ltd
,Chartered Financial Planner and Director
Lomond Wealth Management Limited
,Director
Longmuir Financial Planning A/R Validpath
,Director & Chartered Financial Planner
Lowland Financial Services A/R Loyal North
,Financial Advisor
MCM Investment House LLP
,Director & Professional Financial Adviser
McInroy & Wood Ltd
,Chief Executive Officer
Mearns & Company Limited
,Client Services Director
Newark Wealth Ltd
,Director
Nine Edge Wealth
,Chief Compliance Officer
North Capital Management Limited
,Chief Executive Officer
Parmenion Capital Partners LLP
,Intermediary Distribution Director
Pi Financial Ltd
,Chairman
Pi Financial Ltd
,Managing Director
Pi Financial Ltd
,Director
Policy Services Limited A/R SJP
,Chief Executive Officer
RSQ Wealth Management
,Managing Director
RSQ Wealth Management
,Director and Co-Founder
RSQ Wealth Management
,Director and Co-Founder
Raymond James Wealth Management
,Managing Director, Central Financial Services & Chief Client Officer
Reed Financial Planning Ltd
,Director
Reed Financial Planning Ltd
,Senior Financial Planning Consultant
Scotia Wealth Management Ltd
,Managing Director
Sesame Bankhall Group
,Strategic Relationship Manager - Wealth
Sesame Bankhall Group
,Chair
Southern Financial Services
,Managing Director
St. James's Place Wealth Management Group
,Director - Partnership Recruitment
St. James's Place Wealth Management Group
,Head of Selection
Syndaxi Chartered Financial Planners
,Managing Director
Thomson Cooper
,Head of Wealth Management
Valu-Trac Investment Management Limited
,Chief Executive Officer
Whyte Sharp Independent LLP
,Partner and Adviser
Catalyst Partners
,Consultant
Melo
,Chief Innovation Officer
Origo Services Limited
,Head Of Market Development
Pivot Strategies Ltd
,Managing Director
Pivot Strategies Ltd
,Co-Founder
Wild Ochre Consulting
,Founder
Fintel
,Non Executive Director
threesixty services LLP
,Chief Executive Officer
Headline Sponsors
Speakers
Alison Edgar MBE
Award-Winning Motivational Speaker & Business Expert
A Meeting of Minds is my 'go-to' event for invaluable networking and staying in touch with current industry updates
Consultant , Isio
John Hall
Senior Delegate Manager
