Events
We regularly host a variety of free seminars and workshops which cover a number of financial planning related subjects such as fund manager briefings, retirement planning workshops and seminars on tax issues.
Our news page contains details of past events. To keep abreast of future events please contact us and let us know what areas you are interested in and we will make sure you receive an invitation.
Any planned events will appear here:
Retirement Planning Workshop
Tuesday 23rd October 2018
This interactive workshop will address a range of practical issues including calculation of projected benefits, assessment of requirements and structuring a secure and tax-efficient income in retirement. The workshop will: • Assist in unders...
Fund Manager Presentation - Troy Asset Management
Wednesday 12th September 2018
Charlotte Yonge, Investment Manager, will discuss Troy Asset Management’s views on the current investment landscape and the challenges of protecting capital in this uncertain climate. The presentation will take place from 12.30pm (registration) ...