Join us at one of our upcoming events.
Join an informal online session hosted by Chartered Financial Planners Malcolm Steel and Graeme McInally, where you will have the chance to learn about the basic steps in the investment planning and asset allocation process. Risk profiling, tax wrappers, fund and platform selection, what needs to be considered and in what order? Malcolm and Graeme will share their knowledge and answer any questions you might have.
Malcolm is our Client Strategy Director and is responsible for shaping the long-term client advice strategy for Mearns & Company. He is a qualified Chartered Financial Planner and Fellow of the Personal Finance Society. He is also a member of the Society of Trust and Estate Practitioners (STEP).
Graeme is our Financial Planning Director and is also a qualified Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS), he leads our Private Client Planning team.
The session will run from 12.30pm until 1.30pm on Tuesday 23rd May 2023. You can register for this event here.