Events

Join us at one of our upcoming events.

Events

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Today
  • Client Investment Webinar with Olivia Geldenhuys, Tatton

    Online

    We are delighted to invite our clients to attend our Tatton Client Investment Webinar on Tuesday 18th August from 12.30pm to 1.30pm. We welcome Olivia Geldenhuys, Head of Investment Specialists at Tatton, as our guest speaker for this event.

  • Client Investment Webinar with Nathan Sweeney, Marlborough

    Online

    We are delighted to invite our clients to attend our Marlborough Client Investment Webinar on Monday 24th August from 12.30pm to 1.30pm. We welcome Nathan Sweeney, Marlborough's Chief Investment Officer as our guest speaker for this event.

  • Public Event: Intergenerational wealth webinar

    Online

    Join our free informative webinar where we will discuss the topic of intergenerational wealth, inheritance tax and other areas of financial planning that need to be considered when passing wealth within families. Our hosts for this webinar will be two of our financial planners.

  • Public Event: Trends in Employee Benefits webinar

    Online

    Are you an HR professional, employer or compensation & benefits specialist? Join us for a free lunchtime webinar on Monday 21st September from 12.30pm to 1.30pm to hear our views on the latest employee benefit trends and how these can impact your business. Our Client Strategy Director, Malcolm Steel, will host this online session, share his insights and will answer any questions you may have.

Past Events

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