Philip James Financial Services
BY AN ADVISER, FOR ADVISERS
If you’re a financial adviser, you’re very welcome to come along to our next event.
Sharing ideas, sharing knowledge
I organise meetings for other advisers, ‘By and Adviser, For Advisers’, three or four times a year, at Witney Lakes Resort, not far from our offices in Burford.
As advisers, we rarely find ourselves in competition and can help both one another and our clients by sharing ideas, discussing common concerns and what’s going on both in our profession and the wider financial services industry.
Join us
If you’re a financial adviser, you’re very welcome to come along to our next event. ‘By an adviser, for advisers’ is growing in popularity and we have around 30 regular attendees, some of whom travel from Wales, Dorset, Hereford and Birmingham to attend.
The most popular part is the hour or so we spend we spend discussing our many areas of common interest, from fee levels to client management to provider choices…
If you would like to join us at our next meeting, please register below or email philip@pjamesfs.com
Next meeting
Thursday 19th September
- The multi-award-winning IBOSS Asset Management on markets, what’s happening and their own very interesting investment proposition
- Independent Healthcare Solutions, on private medical insurance, how they can help you and how it can be integrated into your business
- Royal London, with a technical update on the LTA and other possible and probable post-election moves and changes
Previous meetings
Thursday 22nd February
- Sarah Skelton and Raphaella Phelps of Foresight, with an update on IHT, BPR and their own, very effective accelerated solution
- Charlie Walker and Freddie Ryecart, representing a very interesting new name, Latitude Investments, on the advantages of active management in all markets and what’s going to happen in those markets in the year ahead
- And a return visit from long-time supporters True Potential (Gregg Lang, Martin Taylor and Aiden O’Kane), talking Consumer Duty, tech, your future and the future of financial advice
Thursday 5th October
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The first and longest-serving ‘fund supermarket’ aka platform, Fidelity on their much-updated offering and the future of platforms.
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A great fund management name, Artemis, with market views and prospects, and highlights from their range of funds.
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PII brokers, Onyx, on the current state of our most expensive overhead, how to bring costs down and problems to avoid.
Thursday 27th April
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An, if not the industry giant Aviva, talking about their platform, multi-asset offering and unravelling the mystery of their myriad divisions.
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Edentree Investments, one of the longest-established responsible and sustainable investment houses on their funds, their market views and the current ESG world.
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Jencap Partners, specialists in defending adviser complaint cases, on what to do to avoid using their services, and how they can help if you need them.
Thursday 26th January
- Mike Parker of innovative tech, cashflow management and investment provider Timeline
- Tim Scott of Transact on the future of platforms, Transact and other trends for 2023
- Jerry Price of Blackfinch, on tax planning, and their new investment offering
Thursday 29th September
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Daniel Harrison, CEO of True Potential on the future of TP, of financial advice and adviser tech
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Kourosh Eslami of ethical investment pioneers, Edentree Investments
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Duncan Mathieson of Scottish Widows with some much-needed protection CPD
Thursday 16th June 2022
- Richard James and Bruce Kirkcaldy of Aegon, talking platforms, product innovation and ethical funds
- Sophie Austen and Mark Northway of fund management disruptors Sparrows Capital, on their unique and innovative MPS service
- Yannis Katsis and Mark Harris of Epic Investment Partners on decumulation strategies, their importance, and how they should work
Tuesday 1st March 2022
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Lewis Daley and Paul Pantanella of Royal London, on their excellent range of responsible and sustainable funds
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Justine Randall of Tatton Investment Management, with a fascinating presentation on the future of financial advice (and advisers)
- Craig Baker of Dentons Pensions, talking SSASs, SIPPs and more.
17th November 2021
- Jonathan Scotchbrook of LGT Vestra, on their excellent MPS proposition, with technical input on Court of Protection cases.
- Ben Spratt of Retiring IFA, on the current market and what you should and shouldn’t be doing
- Matt Morris of Independent Check, the man who, at our last meeting, pretty much predicted what was to come.
6th March 2020
- Andrew Dixon-Smith of Eldercare, one of the leading speakers on and practitioners in long-term care
- Chris Toy and James Innes of Tribe Impact Capital, a new name already making a big ‘impact’ in ethical/sustainable investments
- Matt Morris of Independent Check, a new company and website set up to promote the importance of advice
6th December 2019
- Sir Steve Webb of Royal London
- Andrew Back of UpCapital
- Debbie Walley of EBI Portfolios
- Architas, fund manager and deputy CIO Sheldon MacDonald, with a wide-ranging market review
- A return visit from ethical specialists EQ Investors
- Peter Trotman of Vision Business Advisers, on who’s buying and selling, how to value your business and prepare for sale.
14th June 2019
- James Amey of Orbis Investments, on their innovative funds
- Equity release specialist Peter Maxwell-Lyte,
- Steve Godfrey of Octopus on their Choice P2P platform
8th March 2019
- Daniel Harrison, CEO of True Potential, talking technology, industry development and developments and what’s happening at TP
- Craig Brown of Rathbones on their multi-asset models and investment themes
- Jerry Price of Blackfinch on their new and innovative Corporate Investment Portfolios, as well as AIM and other models
7th December 2018
- Lothar Mentel of Tatton Investment Management, on their low-cost model portfolios
- Carl Barron of InvestAcc Pensions, specialist SIPP and SSAS providers
- Andrew Ramsbottom of SelectaPension, on pension switching and income modelling
14th September 2018
- John Campbell and Chris Sutton from Aubrey Capital, boutique fund managers
- Canada Life’s Kevin Moss, bonds, trusts and IHT specialist
- Andy Howe of Downing, VCT, BPR, EIS and other tax-efficient investments
24th April 2018
- Garry Jordan of Royal London, on DB pension Transfers
- Michell Robinson of Vitality Life, on their innovative protection
- Christopher Cade and Guy Monson of Sarasin & Partners, excellent market review from an innovative fund management group
10th November 2017
- Damien Lardoux, of EQ Investments, on ethical investment; it’s the future, you know.
- Dave Hughes of Time Investments on what you should know and have forgotten about IHT.
- Mark Henderson, founding partner of True Potential on the industry, your business and more.
23rd June 2017
- Mickey Morrissey of Smith & Williamson, Model Portfolios, available across a number of platforms Katie Skelton and Simon Tutton of Deepridge Capital, range of tax planning products
- Earl Glasgow, founding partner of True Potential, use of technology in the sales process and beyond
24th March 2017
- Cornelian Asset Management, multi-asset/multi-manager funds
- QNUPS Adviser Zone, talking about a product for high net worth clients
- Cascade Cash Management, aservice for clients keeping large amounts on deposit
9th December 2016
- Douglas Branson of GAM, multi-asset fund managers
- Luke Barber of Lifequote, protection quotation, application underwriting and admin services
- Neil Rayner of True Potential Adviser Services, compliance update
30th September 2016
- Vanguard Asset Management, passive investments
- The Ingenious Group, EIS and BPR investments
- True Potential Managed Portfolios, just launched to the open market
24th June 2016
- Zoe Cossins of Close Brothers Asset Management, multi-asset funds
- Kevan Ramanauckis, Retirement Advantage, drawdown and pension freedoms
- Mike Currie, Foresight Group, IHT and tax planning
26th February 2016
- Matt Glyde of SEI, market and funds update
- Jamie Sexton of True Potential Auto Enrolment, the AE market and their service
- Dominique Butters, Octopus Investments, developments in EIS + VCT planning
27th November 2015
- Robert Hardy and Matthew Horrocks of 7IM with a market and funds update
- David Hughes from Time Investments, on their IHT/EIS/Property specialist investments
- Adam Price, founder and CEO of Vouchedfor
2nd October 2015
- Alan Marshall of Schroders, market update and focus on MM Diversity Fund performance
- Darrell Dymond of MetLife, focus on pension freedoms and their new and current offerings
- Neil Rayner of True Potential Adviser Services on current FCA concerns/focuses
What is it?
The meetings are free to advisers and sponsored by carefully selected presenting providers, which means that those who come along will qualify for two hours Continuing Professional Development on a variety of subjects.
I have no financial interest in this, other than by finding out what the heck everyone else is doing, getting the CPD I want and breaking the isolation which running one’s own business can often engender.