Equity FD and S&W - Wealth Management Webinar for CFOs

20th Oct 21

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As part of our strategic partnership with Smith & Williamson, we are pleased to be able to invite you to a wealth management overview webinar they are running specifically for our CFO network.

The webinar will cover:

  • The importance of protection, tax-efficient investing and lifetime cashflow forecasting;
  • Current tax allowances and how to make the most of them, pre and post retirement;
  • Investment portfolios, asset allocation, risk mitigation and the impact of long term returns.

The Speakers will be:

Luke Brooks – Head of Financial Planning, London

Luke has specialised in providing private client advice for almost 20 years and his experience encompasses advising entrepreneurs, partners of accountancy and law firms, investment professionals, sportsmen and women. He also provides specialist advice on the structure of investment strategies for the Court of Protection and personal injury trusts;

Nicholas Scarborough – Partner, Investment Management

Nick joined Smith & Williamson on the accountancy side in 2010 as part of the graduate scheme. Having qualified as a Chartered Accountant, he switched to Investment Management and has since run discretionary portfolios. In addition to portfolio management responsibilities, Nick is the lead analyst researching Food Retail stocks and UK Smaller Companies collectives.

If you would like to join us for this webinar please click the link below to register. This will take you through to Smith & Williamson's Zoom registration page.

Register Here