2018 Exclusive Client Forum Videos

[vc_row][vc_column width=”1/3″][vc_column_text]

Jasmine & Steve – Redwood Update

Together they discussed key updates to Pension & Investment Legislation and recent changes to Inheritance Tax Allowance, as well as our new offering of  Funeral Plans & Probate…[/vc_column_text][/vc_column][vc_column width=”2/3″][vc_column_text][su_youtube url=”https://youtu.be/N1klduSJUTo”][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_column_text]

John Redwood MP – Global Market Update

We were honoured to be joined by John Redwood MP who gave us a very interesting global market review.[/vc_column_text][/vc_column][vc_column width=”2/3″][vc_column_text][su_youtube url=”https://youtu.be/JH59w2a7Kko”][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_column_text]

Miles Thurston – Technology & Performance

We were also joined by Miles Thurston who is an Equity Partner within True Potential. Miles gave us an overview of the software True Potential have available and recent updates to the True Potential Client Platform.[/vc_column_text][/vc_column][vc_column width=”2/3″][vc_column_text][su_youtube url=”https://youtu.be/0_mZUnXEXWo”][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_column_text]

Sabrina Corrigan – A Different Choice

Sabrina is a Business Development Manager for Octopus Investments and she gave us a very informative overview of  alternative investment options.[/vc_column_text][/vc_column][vc_column width=”2/3″][vc_column_text][su_youtube url=”https://youtu.be/X4FJCQcsFg8″][/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][vc_column_text]

Summary of the Day

If you’re in a rush we’ve put together the key highlights from an action packed day into a short video which can be watched here.
[/vc_column_text][/vc_column][vc_column width=”2/3″][vc_column_text][su_youtube url=”https://youtu.be/YbcQ0ZvEMzQ”][/vc_column_text][/vc_column][/vc_row]
This website uses cookies to ensure you get the best experience on our website. See Cookie Policy for info.