Loading Events

« All Events

  • This event has passed.

Farnham Castle, Farnham (Existing Clients)

Farnham Castle, Farnham (Existing Clients)

10:00 Registration and coffee
10:15 Managing Director’s welcome
10:20 Retirement and pension developments
10:40 Markets and managers
11:15 Break
11:30 Care fees, inheritance tax & trusts
12:10 Buffet lunch – Meet the team
13:00 Finish


July 17, 2018
10:00 am - 1:00 pm
Event Category:


Farnham Castle (Existing Clients)
Farnham Castle
Farnham, GU9 0AG United Kingdom
+ Google Map
We are thrilled to have won a Gold award at the Portfolio Adviser magazine Wealth Manager Awards 2017, which recognise top performance outcomes based on investment choices. With all of our portfolios performing extremely well, our Aggressive Portfolio – our high risk, high reward proposition – was singled out for its excellence
Wealth Manager GOLD AWARD