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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Fidelius Lunch Briefing - Bristol
- 23 Feb 2023
Thornbury Castle Hotel
Castle St, Thornbury, Bristol, BS35 1HH
HOME FOR GROWTH – What are the options for businesses that wish to grow to the next level and increase their valuation?
Read more -
Fidelius Lunch Briefing - Peterborough
- 2 Mar 2023
Haycock Manor Hotel
Haycock Manor Hotel, Wansford, Peterborough PE8 6JA
HOME FOR GROWTH – What are the options for businesses that wish to grow to the next level and increase their valuation?
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Fidelius Lunch Briefing - London
- 22 Mar 2023
The Andaz Hotel
40 Liverpool St, London, EC2M 7QN
HOME FOR GROWTH – What are the options for businesses that wish to grow to the next level and increase their valuation?
Read more -
Fidelius Lunch Briefing - Birmingham
- 29 Mar 2023
The Grand Hotel
The Grand Hotel, Colmore Row, Birmingham, B3 2BS
HOME FOR GROWTH – What are the options for businesses that wish to grow to the next level and increase their valuation?
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A Meeting of Minds Winning Advisers North - April 2023
- 27 Apr 2023
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 - £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.
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A Meeting of Minds Paraplanning - May 2023
- 25 May 2023
Royal College of Physicians
11 St Andrews Pl, London NW1 4LE
This event brings together Paraplanners, Analysts and Technical support who work with advisers from the top 200 UK IFAs.
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A Meeting of Minds Advisory Distributors - June 2023
- 22 Jun 2023
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 2023
- 5 Oct 2023
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 - November 2023
- 23 Nov 2023
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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A varied and constructive conference that left me feeling empowered and knowledgeable on the impact of good culture and change.
| Gemma Cubitt, St James's Place Wealth Management