Financial Advisory

Owen James Events are thoroughly embedded in IFA world. As you will no doubt agree, the RDR has encouraged this part of the industry to share best practice and understanding of the huge number of changes which have swept through during the last eight years. And if that were not enough, the industry has had to weather this change with one of the most prolonged recessions ever. 

Now that the storms are subsiding to some extent, new challenges are emerging from the recent pension legislation and its complexities. Additionally, there's a notable increase in client confidence, leading to a growing trend of do-it-yourself approaches. So as you can imagine the conversations never really dry up!

If you would like to find out more about these events, do please call John Hall on 01483 861334 or email

Or request an invitation here: Event Invitation Request (


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I would like to thank Evie and the team who are always very attentive and gracious hosts.

Burlington Associated Limited