Pensions and Investments
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The presentation will cover:
•Pensions & Retirement Planning: the exciting new landscape
- an update / refresher on the proposed new pension rules due to take effect from April 2015
•The Current Economic & Investment Climate
- an update on the markets and our house views on inflation, interest rates, asset prices
Gareth Davies Divisional Director
Gareth is a Chartered Financial Planner with over 13 years industry experience. He is a Fellow of the Personal Finance Society, with a specialism in pensions and retirement planning. Gareth is authorised and experienced in providing a wide range of financial services advice, with recent work including advice to retiring business owners on the restructure of their financial affairs and Inheritance Tax planning.
Gary Fawcett Divisional Director
Gary joined Brewin Dolphin in June 2000 as a graduate trainee, having secured a BA (Hons) Degree in Business Studies from Northumbria University. He is a Chartered Wealth Manager of the Chartered Institute for Securities & Investments and has been a member of the office’s Management Committee for almost three years. Gary’s responsibilities include the management of portfolios on a discretionary basis for individuals, Trusts and Charities. He is also a regular commentator for local media.
Brewin Dolphin Ltd
Newcastle upon Tyne
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