[et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” admin_label=”Header” _builder_version=”4.22.2″ background_image=”https:\/\/www.pjamesfs.com\/wp-content\/uploads\/2021\/03\/hivan-arvizu-soyhivan-MAnhvw0nDDY-unsplash-scaled.jpg” background_video_mp4=”https:\/\/www.pjamesfs.com\/wp-content\/uploads\/2023\/10\/foranadviser.mp4″ custom_padding=”5vw||5vw||true|false” custom_padding_tablet=”||||false|false” custom_padding_phone=”||||false|false” background_last_edited=”on|phone” use_background_color_gradient_phone=”on” background_color_gradient_stops_phone=”rgba(5,69,113,0.86) 0%|rgba(5,69,113,0.63) 100%” background_color_gradient_overlays_image_phone=”on” background_image_phone=”https:\/\/www.pjamesfs.com\/wp-content\/uploads\/2023\/10\/IMG_8768-min.jpg” background_enable_image_phone=”on” background_enable_video_mp4_phone=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.22.2″ max_width=”1200px” custom_padding=”4%|4%|4%|4%|true|true” border_color_all=”#1b123d” border_width_bottom=”8px” border_color_bottom=”#054571″ border_width_left=”8px” border_color_left=”#054571″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding_tablet=”|||30px|false|false” custom_padding_last_edited=”off|desktop” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.1″ text_font=”|600|||||||” text_font_size=”20px” text_line_height=”1.5em” header_font=”|900||on|||||” header_font_size=”80px” header_letter_spacing=”0.05em” header_2_font=”|800||on|||||” header_2_font_size=”24px” header_2_letter_spacing=”0.4em” header_2_line_height=”1.3em” background_layout=”dark” text_font_size_tablet=”18px” text_font_size_phone=”14px” text_font_size_last_edited=”on|tablet” header_font_size_tablet=”60px” header_font_size_phone=”30px” header_font_size_last_edited=”on|phone” header_2_font_size_tablet=”18px” header_2_font_size_phone=”14px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n
If you\u2019re a financial adviser, you\u2019re very welcome to come along to our next event.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding_last_edited=”off|tablet” _builder_version=”4.16″ max_width=”1200px” custom_padding=”0px||4%||false|false” border_width_right=”8px” border_color_right=”#1b123d” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Services” _builder_version=”4.16″ background_color=”rgba(0,0,0,0)” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_row gutter_width=”2″ custom_padding_last_edited=”on|phone” _builder_version=”4.16″ background_color=”#054571″ max_width=”1200px” custom_margin=”-8vw||||false|false” custom_padding=”60px|60px|60px|60px|true|true” custom_padding_tablet=”50px|30px|50px|30px|true|true” custom_padding_phone=”40px||40px||true|true” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”Sharing ideas, sharing knowledge” icon_alignment=”left” content_max_width=”100%” _builder_version=”4.19.1″ header_level=”h3″ header_font=”|800|||||||” header_font_size=”24px” header_letter_spacing=”1px” body_line_height=”1.6em” background_layout=”dark” header_font_size_tablet=”” header_font_size_phone=”20px” header_font_size_last_edited=”on|desktop” body_font_size_tablet=”14px” body_font_size_phone=”” body_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n
I organise meetings for other advisers, \u2018By and Adviser, For Advisers<\/span>\u2019, three or four times a year, at Witney Lakes Resort, not far from our offices in Burford.<\/p>\n 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\u2019s going on both in our profession and the wider financial services industry.<\/p>\n [\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_fullwidth_image src=”https:\/\/www.pjamesfs.com\/wp-content\/uploads\/2023\/10\/IMG_8768-min.jpg” title_text=”IMG_8768-min” _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_fullwidth_image][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Quote” _builder_version=”4.23.1″ background_color=”#B0C2E4″ positioning=”none” custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ max_width=”1200px” custom_margin=”||0px||false|false” border_width_bottom=”8px” border_color_bottom=”#ffffff” border_width_left=”8px” border_color_left=”#ffffff” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ max_width=”1200px” custom_margin=”0px||||false|false” custom_padding=”50px||50px||true|” border_width_right=”8px” border_color_right=”#FFFFFF” border_width_bottom=”8px” border_color_bottom=”#ffffff” border_color_left=”#ffffff” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text module_id=”join” _builder_version=”4.19.1″ text_line_height=”1.6em” header_2_font=”|900||on|||||” header_2_text_color=”#054571″ header_2_font_size=”30px” header_2_letter_spacing=”2px” header_2_line_height=”1.3em” max_width=”800px” custom_padding_tablet=”|||0px|false|false” custom_padding_last_edited=”off|desktop” text_font_size_tablet=”14px” text_font_size_phone=”” text_font_size_last_edited=”on|phone” header_2_font_size_tablet=”40px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n If you\u2019re a financial adviser, you\u2019re very welcome to come along to our next event. \u2018By an adviser, for advisers\u2019 is growing in popularity and we have around 30 regular attendees, some of whom travel from Wales, Dorset, Hereford and Birmingham to attend.<\/p>\n 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\u2026<\/p>\n [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text module_id=”join” _builder_version=”4.16″ text_line_height=”1.6em” link_font=”|600|||||||” link_text_color=”#054571″ header_2_font=”Montserrat|900||on|||||” header_2_text_color=”#054571″ header_2_font_size=”30px” header_2_letter_spacing=”2px” header_2_line_height=”1.3em” max_width=”800px” custom_margin=”||10px||false|false” custom_padding=”||0px||false|false” custom_padding_tablet=”|||0px|false|false” custom_padding_last_edited=”off|desktop” text_font_size_tablet=”14px” text_font_size_phone=”” text_font_size_last_edited=”on|phone” header_2_font_size_tablet=”40px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n If you would like to join us at our next meeting, please register below or email <\/span>philip@pjamesfs.com<\/a><\/p>\n [\/et_pb_text][et_pb_contact_form use_spam_service=”on” recaptcha_list=”PJFS|PJFS-0″ email=”philip@pjamesfs.com” custom_message=”For Advisors registration for 29th September meeting:||et_pb_line_break_holder||||et_pb_line_break_holder||—||et_pb_line_break_holder||%%Name%%||et_pb_line_break_holder||%%Email%%” success_message=”Thanks, see you there!” submit_button_text=”Register” _builder_version=”4.17.0″ _unique_id=”5c6f220b-7d2d-471b-bbd0-fd5de36e177b” form_field_background_color=”RGBA(0,0,0,0)” form_field_text_color=”#054571″ form_field_focus_background_color=”RGBA(0,0,0,0)” form_field_focus_text_color=”#000000″ form_field_custom_margin=”10px||30px||false|false” form_field_custom_padding=”|||0px|false|false” title_font=”|700|||||||” title_text_align=”left” title_text_color=”#ffffff” title_font_size=”18px” title_line_height=”1.2em” form_field_font=”|800||on|||||” background_enable_color=”off” custom_button=”on” button_letter_spacing=”1px” button_font=”|800|||||||” button_on_hover=”off” button_custom_padding=”|30px||30px|false|true” custom_padding=”0px|33px|0px|0px|false|false” border_width_bottom=”4px” border_color_bottom=”#FFFFFF” locked=”off” global_colors_info=”{}”][et_pb_contact_field field_id=”Name” field_title=”Name” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_contact_field][et_pb_contact_field field_id=”Email” field_title=”Email Address” field_type=”email” _builder_version=”4.16″ global_colors_info=”{}” button_text_size__hover_enabled=”off” button_one_text_size__hover_enabled=”off” button_two_text_size__hover_enabled=”off” button_text_color__hover_enabled=”off” button_one_text_color__hover_enabled=”off” button_two_text_color__hover_enabled=”off” button_border_width__hover_enabled=”off” button_one_border_width__hover_enabled=”off” button_two_border_width__hover_enabled=”off” button_border_color__hover_enabled=”off” button_one_border_color__hover_enabled=”off” button_two_border_color__hover_enabled=”off” button_border_radius__hover_enabled=”off” button_one_border_radius__hover_enabled=”off” button_two_border_radius__hover_enabled=”off” button_letter_spacing__hover_enabled=”off” button_one_letter_spacing__hover_enabled=”off” button_two_letter_spacing__hover_enabled=”off” button_bg_color__hover_enabled=”off” button_one_bg_color__hover_enabled=”off” button_two_bg_color__hover_enabled=”off”][\/et_pb_contact_field][\/et_pb_contact_form][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.23.1″ positioning=”none” max_width=”1200px” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_accordion open_toggle_text_color=”#054571″ open_toggle_background_color=”#ffffff” closed_toggle_text_color=”#ffffff” closed_toggle_background_color=”#054571″ icon_color=”#ffffff” use_icon_font_size=”on” icon_font_size=”24px” _builder_version=”4.23.4″ toggle_text_color=”#054571″ toggle_font=”|800|||||||” toggle_text_align=”left” toggle_font_size=”16px” toggle_letter_spacing=”1px” toggle_line_height=”1.2em” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|desktop” module_alignment=”left” animation_direction=”right” hover_enabled=”0″ border_width_all=”0px” border_color_all=”#e9e9e9″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_accordion_item title=”Next meeting” open=”on” _builder_version=”4.23.4″ hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n Thursday 22nd February<\/strong><\/p>\n [\/et_pb_accordion_item][et_pb_accordion_item title=”Previous meetings” _builder_version=”4.22.2″ global_colors_info=”{}” open=”off”]<\/p>\n Thursday 5th October<\/strong><\/p>\n The first and longest-serving ‘fund supermarket’ aka platform,\u00a0Fidelity<\/a>\u00a0on their much-updated offering and the future of platforms.<\/p>\n<\/li>\n A great fund management name,\u00a0Artemis<\/a>, with market views and prospects, and highlights from their range of funds.<\/p>\n<\/li>\n PII brokers,\u00a0Onyx<\/a>, on the current state of our most expensive overhead, how to bring costs down and problems to avoid.<\/p>\n<\/li>\n<\/ul>\n<\/div>\n Thursday 27th April<\/strong><\/p>\n Thursday 26th January<\/strong><\/p>\n Thursday 29th September<\/strong><\/p>\n Thursday 16th June 2022<\/strong><\/p>\n Tuesday 1st March 2022<\/strong><\/p>\n Lewis Daley and Paul Pantanella of Royal London<\/a>, on their excellent range of\u00a0 responsible and sustainable funds<\/p>\n<\/li>\n Justine Randall of Tatton Investment Management<\/a>, with a fascinating presentation on the future of financial advice (and advisers)<\/p>\n<\/li>\n 17th November 2021<\/strong><\/p>\n 6th March 2020<\/strong><\/p>\n 6th December 2019<\/strong><\/p>\n 27th September 2019<\/strong> 14th June 2019<\/strong><\/p>\n 8th March 2019<\/strong><\/p>\n 7th December 2018<\/strong><\/p>\n 14th September 2018<\/strong><\/p>\n 24th April 2018<\/strong><\/p>\n 10th November 2017<\/strong><\/p>\n 23rd June 2017<\/strong><\/p>\n 24th March 2017<\/strong><\/p>\nJoin us<\/h2>\n
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