Forthcoming events
All forthcoming events
Annual Dinner 2025
We are now down to our final 20 tickets, so if you are planning to join us for our annual dinner on Thursday 5 June at The Caves then please let us know ASAP. Click the Book Now button for full details. We hope that you can come along to support your local institute and have a great time doing it! If you are also interested in supporting the event with the donation of an auction prize to help us raise money for a very good cause then please get in touch: helen_watson@ajg.com / laura.fell@brodies.com.
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Edinburgh Summer Roadshow
Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.
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