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.

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.

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 27th April

  • Agenda to be confirmed
Previous meetings

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