AN ACCA NORTHERN COUNTIES NETWORK EVENT
The evening will consist of 2 presentations covering:
- Pensions & Retirment Planning: the exciting new landscape
- The Current Economic & Investment Climate
Gareth Davies, Divisional Director, Newcastle Financial Planning, Brewin Dolphin will give an update/refresher on the proposed new pension rules due to take effect from April 2015.
Gary Fawcett, Divisional Director, Newcastle Financial Planning, Brewin Dolphin will present an update on the markets and our house views on inflation, interest rates, asset prices.
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.
Gary joined Brewin Dolphin in 2000 as a graduate trainee and is a Chartered Wealth Manager of the Chartered Institute for Securities & Investments. Gary's responsibilities include the management of portfolios on a discretionary basis for individuals, trusts and charities.
- 6.00pm registration
- 6.30pm start
- 8.30pm close