We hosted our first Annual Client Event in February 2017 at The Marcliffe Hotel
Our Annual Client Event provides our clients with an opportunity to find out more about St. James’s Place and changes within our practice, as well as meeting the team and network with likeminded individuals.
This year we were honoured to have Chris Ralph (Chief Investment Officer), Eoin OGorman (Intergenerational Project Manager) and Alexandra Loydon (Head of Private Client Proposition) as our guest speakers. The two sessions hosted as a Breakfast Meeting and Lunch Seminar, focused on the St. James’s Place approach to Investment Management and our response to political and socio-economic fluctuations over the past 12 months. The speakers also provided us with informative presentations on financial planning topics such as Inheritance Tax Planning and how best to manage wealth collaboratively across the generations.
“An excellent event – very informative and focussed on topics of interest to me. Definitely worthwhile and I look forward to attending the event again next year.”
“I have been a client of yours for many years and have always received a fantastic level of service from you and your team. The event I attended on Friday gave me a deeper understanding of the St. James’s Place structure and it’s encouraging to hear about their plans for the future including new services.”
Our next event will be held on Friday 9th February 2018. This event is by invitation only. For more information and to reserve your place, please contact our Events and Marketing Executive, Julia Catto on 01224 22466 or by email.