Following on from the highly successful Annual General Meeting in February, Gary Walker & Co hosted a six-monthly Market Update at the Marcliffe Hotel & Spa.
Clients were given the opportunity to find out how the investment markets had developed in the six months since the Annual General Meeting.
Having been very well received by clients at our Annual General Meeting in February, we were delighted to welcome back Eoin O’Gorman (Intergenerational Project Manager) as one of our guest speakers. He was joined by Richard Leeson (Wealth Management Consultant). The speakers provided us with informative presentations on financial planning topics such as Investing in Equities and Property, Inheritance Tax Planning and how best to manage wealth collaboratively across the generations.
“Informative/friendly event and easy to understand for someone without a finance background”
“Exceeded expectations and targeted at correct level, would attend future events”
This event is by invitation only. For more information and to reserve your place, please contact our Events & Marketing Manager, Julia Catto on 01224 22466 or by email.