Birmingham PFS Lunch , Learn and Drinks
Birmingham PFS Lunch , Learn and Drinks - Wednesday 26th April 1PM
Evelyn Offices – 103 Colmore Row, Birmingham, B3 3AG, United Kingdom
1pm Lunch
1.45pm Presentations
Foresight – The Great Wealth Transfer
A look at what Wealth is due to pass down generations and what planning tools can be used to reduce IHT.
Why the use of Business Relief Investments is becoming more popular with Financial Planners.
Matthew Quinn Senior BDM Foresight Group
Matt is a Senior Business Development Manager based in the West Midlands. Prior to Foresight, Matt worked at LV Retirement Solutions and Aviva and has over 25 years’ experience working in Financial Services. He has a degree from the University of Birmingham in Money Banking and Finance and is a Fellow of the Personal Finance Society.
Evelyn Partners - Structured Products
How Structured Products can reduce volatility in portfolios
Understanding the risks of different types of Structured Products.
Why Structured Products are becoming more popular again.
Mike Divers, Partner, Investment Management Eveyln Partners.
Mike joined Evelyn Partners in 2019 from Brooks Macdonald Asset Management. He has over 20 years’ industry experience and has won several industry awards over the past decade. Mike leads the IFA investment team for the Midlands. Mike works alongside Daniel Good (Director, Investment Management) to ensure portfolios are tailored specifically to client objectives and risk profiles. Mike leads on the Structured Product and defined return research team across the firm, is a Chartered Wealth manager and Chartered Fellow of the CISI.
3.30pm Drinks
Matthew Quinn | Senior Business Development Manager | West Midlands | Foresight Group
m: 07790 804437 | e: mjquinn@foresightgroup.eu
Working With
Nick Brown | Business Development Manager |West Midlands| Foresight Group
dd: 02039111323 | e: nbrown@foresightgroup.eu
Venue
- 103 Colmore Row
- Birmingham
- B3 3AG
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.