Fintel has agreed the acquisition of Owen James Events through its technology and knowledge platform, Fintel IQ.
Owen James’ managing director James Goad will remain with the business, working closely with Fintel on the long-term strategy.
The business will retain an independent market position, operating within Fintel IQ.
The financial services focused events firm is the sixth company acquired by Fintel, which is the parent of firms including SimplyBiz and Defaqto, during the past 12 months.
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Earlier buys include financial services technology provider Synaptic, advice directory and Consumer Duty platform VouchedFor, learning and development platform Competent Adviser, tax efficient investing specialists MiCap, and ratings provider AKG.
Neil Stevens, joint CEO of Fintel, said: “Owen James Events is renowned and respected as the premium independent platform for strategic engagement events for financial services professionals across the sector, and we’re proud to be a part of its future.
“The acquisition of Owen James by Fintel will allow it to expand its already significant range of services, delivering education and strategic engagement opportunities to greater numbers of advice firms, wealth managers, paraplanners, mortgage brokers, and those in the private banking sector than ever before.
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Goad added: “We are delighted to join Fintel and believe it will be a perfect fit for our strategy to enable financial services firms to do better business and drive change – commercially, intelligently, and ethically. Our acquisition by Fintel will power us to reach more people and evolve our events to the next level, whilst maintaining our status as independent.”
