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 Event Details
Product
Title:Pensions and Investments
Ref:MNY14NCPAI
Supplier:CAET
Category:MN Meeting
Product Type:Regional Networks
Product Group:Northern Counties

 Available Dates
Courses Available
Available Events


 Event Outline
Course Outline
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

Speakers:
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.

Timings:
6.00pm Registration
6.30pm Presentation
8.30pm Close

Venue:
Brewin Dolphin Ltd
Time Central
Gallowgate
Newcastle upon Tyne
NE1 4SR

Document

Document

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