This page lists all the events being held by Owen James for the financial services industry.
The events appear in chronological order and if you know the specific Meeting you would like to learn more about, please use the search function below.
You may also use the search facility to locate a past event.
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A Meeting of Minds - Advisory Distributors - 21 November 2024
- 21 Nov 2024
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL
This Meeting brings together the 'C Suite', who set the overall strategy for the firm - be it a national, network or consolidator, and those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients.
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The Future of Advice - The Defaqto Adviser Conference
- 26 Nov 2024
The National Conference Centre
Coventry Rd, Solihull, B92 0EJ
The Annual Defaqto Adviser Conference taking place on Tuesday 26 November, between 9.00am and 5.00pm, at the National Conference Centre, Solihull.
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A Meeting of Minds Winning Advisers North - May 2025
- 21 - 22 May 2025
Rudding Park
Rudding Park, Rudding Ln, Follifoot, Harrogate HG3 1JH
This event brings together the owner managers of financial advisory firms which typically have £150M - £750M funds under management and between 3 and 20 RIs. The agenda will examine all aspects of your business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole.
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A Meeting of Minds Advisory Distributors - June 2025
- 26 Jun 2025
Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook, RG27 9AZ
This Meeting brings together the 'C Suite', who set the overall strategy for the firm - be it a national, network or consolidator, and those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients.
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A Meeting of Minds Winning Advisers South - October 2025
- 8 - 9 Oct 2025
Tylney Hall Hotel & Gardens
Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ
This event brings together the owner managers of financial advisory firms which typically have £150M - £500M funds under management and between 3 and 20 RIs. The agenda will examine all aspects of your business, focusing on productivity and profitability, as well as overarching trends within the industry as a whole.
Read more -
A Meeting of Minds - Advisory Distributors - 20 November 2025
- 20 Nov 2025
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL
This Meeting brings together the 'C Suite', who set the overall strategy for the firm - be it a national, network or consolidator, and those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients.
Read more
A very well organised and structured conference with great attention to the attendee list. This ensured relevant topic basis and like minded business leaders
| Pharon Independant Financial Advisers Ltd