Some Options
- The language of money: using six 'distinctions' to get your investment thinking into shape read more
- 'Alternative investments': no nonsense scrutiny of private equity, hedge funds, commodities read more
- Living off capital: modern technical solutions for 'drawdown'
- Discovering your attitude to risk: a relevant and engaging alternative to box-ticking
- Managing endowments and family trusts: how trustees can plan to meet the needs of each generation accurately and fairly
- Introduction to personal finance: how much you can do with what little you need to know
Workshops
We run personal wealth seminars, workshops and small roundtable lunches or dinners, tailored to the needs of individuals or employees/partners of professional firms
This is an excellent way to collaborate with experts in a spirit of enquiry, free of agenda conflicts and in a discreet environment.
Knowing how many of these invitations you see and how awful these sessions can be, we are guided by four promises:
- It will be educational and stimulating but NOT a sales pitch
- It will be interactive and inclusive
- Everybody will get some value from it, whether they are young and accumulating or approaching retirement; want to delegate or are self-directed; like to plan or hate to plan
- It will be run to a tight timetable
For more information or to discuss a proposal, call Stuart Fowler on 020 7736 2434 or email him.
