As part of our initiative to engage with and work alongside professional connections in the North East, we have once again organised a unique training opportunity for you to gain investment knowledge from Paul Milburn, an experienced member of our Lowes Investment Team and Scott McKenzie, Wealth Management Consultant of Old Mutual.
The purpose of this event is to allow the opportunity for you to learn from experienced members within the financial services community regarding the most appropriate and tax efficient investment solutions for your clients in their goals of building, protecting and passing on their wealth.
12:00pm - Introduction welcoming you to Lowes Head Office.
12:05pm - Economic update and discussions of how our own investment portfolios can fit well with your own clients from Lowes Investment Analyst, Paul Milburn.
12:30pm - Presentation by Scott McKenzie, Wealth Management Consultant of Old Mutual, who will discuss changes to pension pots post pension freedom legislation.
12:50pm - light buffet and refreshments to finish, with the opportunity to discuss any queries.
Book your place today for you and any colleagues who may wish to attend.