Owen James, in association with Octopus Investments, recognised that there was an interest in creating a similar platform which brings together Heads of Wealth/Financial Planning for regular updates on the issues which affect their day to day. These briefings, now into their sixth year, explore topics such as regulation, the client journey/interface, the impact of new technology and tax issues - all in the quest to provide the best possible customer outcomes.
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Proudly sponsored by:
Mark Davison
Delegate Relationship Co-ordinator
