Events Calendar

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 - Winning Advisers North - 30 April 2020

    A Meeting of Minds - Winning Advisers North - 30 April 2020

    • 30 Apr 2020

      The Grand

      The Grand, York, Station Rise, North Yorkshire

    This Meeting brings together the owner managers of financial advisory firms who typically have £150M - £200M funds under management and between 3 and 20 RIs. They represent independently spirited firms prospering post RDR. The agenda will examine all aspects of their 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 - 23 June 2020

    A Meeting of Minds - Advisory Distributors - 23 June 2020

    • 23 Jun 2020

      Tylney Hall & 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 - 15 October 2020

    A Meeting of Minds - Winning Advisers South - 15 October 2020

    • 15 Oct 2020

      Tylney Hall Hotel & Gardens

      Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook, Hampshire

    This Meeting brings together the owner managers of financial advisory firms who typically have £150M - £200M funds under management and between 3 and 20 RIs. They represent independently spirited firms prospering post RDR. The agenda will examine all aspects of their 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 - 26 November 2020

    A Meeting of Minds - Advisory Distributors - 26 November 2020

    • 26 Nov 2020

      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

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