We are pleased to invite you to an afternoon of presentations that will address current pension, tax and trust issues. The information will be useful to clients, Solicitors and Accountants, and are specifically designed to assist you in these areas.
Each speaker will provide you with a one page summary sheet on the main points that were discussed.
All of the providers will be staying after the presentations to allow you to ask questions in an informal environment. The presentations are only available to finance professionals. Following presentations there will be drinks, canapés and a live band on the roof terrace (weather permitting).
ACCA is proud to be working with Brewin Dolphin this is an ideal opportunity for you to network with professionals in finance.
Matthew Robinson – Rowanmoor Pensions
Matthew joined Rowanmoor Group plc in January 2011 and prior to becoming National Sales Director was Regional Sales Manager (North and South West). In his earlier career, Matthew held a variety of senior roles as a pension specialist supporting the UK intermediary adviser marketplace, with much experience gained with two of the UK’s largest pension providers, AEGON UK and Scottish Equitable
Heather Dunne – PWT Advice LLP
Heather has over twenty five years experince in the financial services industry, with providers, SSAS Pensioneer Trustees and Independant Financial Advisers.
Specialties: Pensions Transfer, Drawdown, Pension & Divorce, technical support, articles etc
Andy Lee – Fortress Management Services
Andy has over 25 years experience in the UK and offshore marketplace. His experience has been gained from working for 3 major banks, an International Insurance Company, and 2 tax and trust planning advisory businesses.
He has worked alongside many substantial businesses including a Swiss Bank, UK and International Investment Houses and Insurance Companies, advising clients on tax strategies, and assessing the constant changes present in the UK and International tax planning environment.
He is a sought after speaker, working with organizations including the Law Society, Personal Finance Society, various IFA Networks, and The National Federation of Residential Landlords.
|Cost per delegate||20.00 GBP|
|For Further information call||
+44 020 7059 5505
|Email us to firstname.lastname@example.org|