Findings from A Meeting of Minds Winning Advisers North - 21 April 2022

The Context:

The 24th Meeting of Minds - Winning Advisers took place in-person on Thursday 21 April 2022 at Rudding Park, Harrogate. This document summarises the key issues raised in the topics discussed during the roundtables that took place.

The Meetings are Chatham House and thus participants are encouraged to speak openly and frankly and share insights and learning in the knowledge that any comments they might make will be non-attributable. These Meetings were held against the backdrop of the Coronavirus outbreak.

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

The Format:

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.

Each virtual half day is a blend of roundtable sessions addressing a pre-researched and pre-agreed agenda with open discussion led by objective and professional facilitators; keynotes provided by external speakers whose remit is to spark debate and encourage fresh and original thinking; plus structured networking

The Facilitators:

We would also like to thank our facilitators. The roundtables are key to the success of A Meeting of Minds and integral to that role are our facilitators. We are very grateful for the help of:

  • Richard Parkin, Founder, Richard Parkin Consulting
  • John Chapman, Consultant, Catalyst Partners
  • Roderic Rennison, Rennison Consulting Ltd 
  • Sam Shaw, independent consultant, Sam Shaw Media 

Their role was to ensure that the roundtables maintained their focus and to encourage participation from all – including those on screen! 

The Sponsors:

We would like to thank all our sponsors whose financial contribution enabled the Meeting to take place. 

The following groups took part in this Meeting and their motivation for taking part was threefold: 

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

  • Ninety One
  • EValue Limited
  • Novia Financial Planning
  • LGT Wealth Management
  • Quilter PLC
  • Dynamic Planner
  • Benchmark Capital 01
  • Multrees
  • Lazard Asset Management

The Findings


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SHOWING 1 - 5 of 7