Findings from A Meeting of Minds Winning Advisers XIX October 2019


The nineteenth Meeting of Minds Winning Advisers took place on Tuesday 15 October at Tylney Hall Hotel, Hampshire. This document summarises the key issues raised in the topics discussed during the roundtables that took place on the day.

A Meeting of Minds Winning Advisers is a biannual strategic forum organised by Owen James. It is an opportunity for some 60 plus owner managers of independently spirited IFA firms to come together with product and service providers keen to engage with them on a strategic level. These Meetings provide a neutral environment where they can examine industry issues, opportunities and develop business strategies to address them.

Participants enjoy access to strategic insight, active involvement in shaping the industry and networking at the highest level.

The day is a blend of roundtable sessions addressing a pre-researched and pre-agreed agenda with open discussion led by objective and professional moderators; keynotes provided by external speakers whose remit is to spark debate and encourage fresh and original thinking; plus substantial networking both structured and unstructured.

To find out more about taking part, please contact Charlie Martin at Owen James: or you can contact her on 01483 861 334.



The Roundtable sessions were facilitated by:

  • Dave Edwards, Esperto Business Solutions
  • Richard Clarke, Independent Consultant
  • Juliet Valdinger, Independent Consultant
  • John Chapman, Orion Consultancy Ltd
  • Roderic Rennison, Rennison Consulting Ltd
  • Paul Miles, Silverback Consultancy
  • Martyn Laverick, Soprano Consulting
  • Henry Tapper, Age Wage

We are very grateful for the time and energy they have expended on making A Meeting of Minds Winning Advisers a success and hope you will consider this report an interesting, thought-provoking and accessible read. As ever, your feedback is much appreciated.

We would also like to thank the independent experts who were part of the sessions for sharing their knowledge and giving us their time and energy both in the run up to this Meeting and on the day.



We would like to thank our sponsors who made the Meeting of Minds possible. The following companies took part and their motivation for doing so is threefold:

  • To be, and be seen as being, supportive of the industry;
  • To understand the stresses and strains being placed on financial advisery firms and, where possible, respond to them;
  • To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned




  • Marlborough Fund Managers
  • Old Mutual Wealth
  • Tatton Investment Management
  • Standard Life
  • Intelliflo
  • BMO Global Asset Management
  • Benchmark Capital 01
  • Dimensional Fund Advisors

The Findings


SHOWING 1 - 5 of 14

SHOWING 1 - 5 of 14