Meet the Experts Event

flsadmin1, Thursday September 4, 2014

This exclusive event will be an open forum which we hope will provide you with an excellent opportunity for you to have all of your financial, investment legal and accountancy queries answered.

I will be acting as the host for the event and will be able to field any questions which are raised concerning financial planning. Joining me on the panel will be the following experts:

  • Peter Botham, Head of IFA Investment at Brown Shipley. Peter is the lead manager on a number of our clients’ portfolios and will be available to answer all of your queries which you may have regarding the current environment for investors.
  • Malcolm Noblett, Owner and Managing Director and Wills and Trust expert at Solidus IEP. Solidus are one of our key legal advice partners and Malcolm will be answering any questions relating to Wills, Trusts and wider legacy planning.
  • Ken Curran, Chartered Tax Adviser and Branch Secretary of the East Midlands Branch of the Chartered Institute of Taxation. Ken will be on hand to answer your questions relating to tax planning and accounting.

Refreshments will be provided at the event and the hotel will provide you with a reduced rate parking ticket to use at a local NCP car park on the day.

If you would like to attend could you kindly complete the form below as space is limited. We do however have a handful of spaces available if you would like to bring a guest along. If you would like to bring a guest also kindly complete their details.

The event will be free of charge to you and to any guests that accompany you. We will send out to all attendees further details concerning the event once we have received your registration.

If you would like any further information please do not hesitate to contact me but otherwise I hope to see you on 1st October.

Yours sincerely,

Ian King

Ian King FPFS
CFPCM Professional & Chartered Financial Planner

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