We run events for clients and professional connections, as well as speaking at industry events. Details of our events are listed below and updated regularly.
For clients…
What women need to know about financial planning and divorce
Catriona Lumiste is presenting this free webcast at 9.30am on Tuesday 14th February 2012.
Your Budget 2012 personal finance update
Andrew Neligan is presenting this free webcast at 8.30am on Thursday 22nd March 2012.
For professional connections…
Financial Planning for Business Owners
We are hosting a 90 minute workshop for accountants and business solicitors on Tuesday 21st February 2012 in Guildford on the subject of Financial Planning for SME business owners. ONLY THREE SPACES LEFT
Social Media for Professional Advisers
We are hosting a workshop for solicitors on Tuesday 21st February 2012 in Guildford on the subject of Social Media for Professional Advisers. FOUR MORE SPACES MADE AVAILABLE
Len Armstrong is hosting this workshop for solicitors on Tuesday 27th March 2012 in Bookham, with Nick Bamford explaining what you need to know about pension schemes as part of the divorce process.
Len Armstrong is hosting this workshop for solicitors on Tuesday 27th March 2012 in Bookham, providing an insight into real life trust investments case studies, aiding understanding of the various options in the current economic climate.
Speaking engagements…
Thought Leadership Live: The IFA Proposition
Nick Bamford is presenting a Thought Leadership Live webcast for BrightTALK on the subject of the IFA proposition at 10.30am on Tuesday 28th February 2012.
Marketforce: The Impact of the RDR Conference
Nick Bamford is speaking at this conference in London on Wednesday 28th March 2012 on the subject of offering a differentiated advice proposition post-RDR. Please visit marketforce.eu.com for ticket information.
