A Meeting of Minds Winning Advisers South - October 2017 | Owen James | 17 October 2017 | Pennyhill Park Hotel and Spa, London Rd, Bagshot, Surrey GU19 5EU, UK

Venue
Pennyhill Park Hotel and Spa
Pennyhill Park Hotel and Spa, London Rd, Bagshot, Surrey GU19 5EU, UK

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Event Date Tue Oct 17 BST (about 7 years ago)
In your timezone (EST): Tue Oct 17 12:00am - Tue Oct 17 12:00am
Location Pennyhill Park Hotel and Spa
London Rd, Bagshot, Surrey GU19 5EU, UK
Region EMEA
Details

A Meeting of Minds - Winning Advisers is a one day event which brings together the owner managers of top IFAs to work through a set of strategies crucial to the ongoing success of their businesses. These firms will typically have Funds Under Management in excess of £200M and between four and twenty advisers.

Through our IFA events, we have developed a vital understanding of the issues affecting the engine of financial advice. With the encouragement of the RDR we belong to a more sharing and understanding industry, but with that has come change and uncertainty.

There has never been a better time to come together with your peers to discuss the changes in the industry, issues you will no doubt all be facing, to share best practice and manage the developments which you will all be affected by.

Speakers

Evie Owen
Joint Managing Director
Owen James

Paul Johnson
Director of the Institute for Fiscal Studies

Calum Chace
Commentator on artificial intelligence

Linda Moir
former Director of In Flight Services
Virgin Atlantic

Sponsors & Partners

Architas
Goji
Dimensional
Woodford
Russels Investments
Source
Fundament
Carmignac Risk Managers
HSBC
iShares
Benchmark Capital
Vanguard
Schroders