A unique opportunity for you to work with other professionals. In an increasingly complex and competitive marketplace it is more important than ever that your business seeks to provide even greater value to your clients through a joined up and differentiated service proposition. Within this context it makes sense for Financial Advisers to work more closely together with both Accountants & Solicitors in order to deliver mutual clients with an integrated Professional Advice Proposition. Forming these productive professional connections can help to deliver better client outcomes, increase revenue and enhance your competitive edge.

Join us at our local seminars to explore maximising these opportunities further and we'll help you to:

Have a better understanding of how Financial Advisers, Solicitors and Accountants can work together for mutual benefit
Have a greater awareness of the different regulatory regimes that Financial Advisers and Chartered Accountants & Solicitors need to comply with
Using case study examples, be able to identify practical opportunities for working collaboratively to serve the best interest of clients
Know how to access the support that is available to Advisers and Accountants through The Personal Finance Society, The Financial Services Faculty of the ICAEW, through Prudential and through LGBR Capital.

Sponsor: PRUDENTIAL

A broad overview of the tax-efficient investment universe with an insight to recent legislation changes and their impact on the market. Attendees will also profit from an understanding of the tax benefits associated with tax-efficient investments, how to research the market and the key factors to consider before making an investment

Sponsor: LGBR CAPITAL

Have an accountant/Solicitor that that may want to come along too?
If you have already started working alongside an accountant / solicitor or know one that may be interested in coming to this seminar, please confirm on details on your booking:
Please note, each adviser is limited to invite one accountant/solicitor only (capacity permitting at booking stage).

Don't delay
Spaces for this event are limited and are available on a first come first served basis.

AGENDA TIMING

12.30 - 1.25 Optional Complimentary Lunch / Arrivals Coffee .

1.30 - 1.35 Introduction Personal Finance Society

1.35 -2.25 Prudential Including Q & A

2.25 -2.35 Coffee Break

2.35- 3.25 LGBR Capital

3.25- 3.30 Personal Finance Society Round Up

Professional Connection - Specialist Event (Lunch & Afternoon)