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 26th 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

  • The first and longest-serving ‘fund supermarket’ aka platform, Fidelity on their much-updated offering and the future of platforms.

  • A great fund management name, Artemis, with market views and prospects, and highlights from their range of funds.

  • PII brokers, Onyx, on the current state of our most expensive overhead, how to bring costs down and problems to avoid.

Thursday 27th April

  • An, if not the industry giant Aviva, talking about their platform, multi-asset offering and unravelling the mystery of their myriad divisions.
  • Edentree Investments, one of the longest-established responsible and sustainable investment houses on their funds, their market views and the current ESG world.
  • 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

  • Daniel Harrison, CEO of True Potential on the future of TP, of financial advice and adviser tech
  • Kourosh Eslami of ethical investment pioneers, Edentree Investments
  • Duncan Mathieson of Scottish Widows with some much-needed protection CPD

Thursday 16th June 2022

Tuesday 1st March 2022

17th November 2021

6th March 2020

6th December 2019

27th September 2019

14th June 2019

8th March 2019

7th December 2018

14th September 2018

24th April 2018

10th November 2017

23rd June 2017

24th March 2017

9th December 2016

30th September 2016

24th June 2016

26th February 2016

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

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.