Gary Walker & Co hosted our six-monthly Market Update at The Marcliffe Hotel & Spa.
Clients were given the opportunity to find out how the investment markets have developed in the six months since the Annual General Meeting.
We were delighted to welcome Alexandra Loydon (Head of Private Client) as one of our guest speakers. She was joined by Steven Lea (Wealth Management Consultant). In addition we were joined by acclaimed professional speaker, Dr Tharaka. The speakers provided us with informative presentations on financial planning topics such as estate planning, behavioural finance, recent changes to pensions, tax planning and wealth management as well as St. James’s Place's approach to investment management.
What our clients said:
“Presentations were very informative and thought provoking. Made me think about the changes happening in society”
“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 and Marketing Executive, Julia Catto on 01224 22466 or by email.