How Brexit will be managed for Client Portfolio's

Holiday Inn, Walton Summit
Wednesday, 20 November 2019
8:00 am
    • Diane O'Connor FPFS, Wealth Management Consultant, St James Place

Summary

The November IIPD Seminar is going to focus on How Brexit will be Managed for Client Portfolio's

Speaker Bio

Diane has over 15 years of industry experience covering a broad spread of disciplines. Having gained a vast amount of experience within discretionary fund management and financial services, she joined SJP in July 2018 as a Wealth Management Consultant within the Private Client Division.

Diane is a Fellow of the Personal Finance Society and holds Chartered Financial Planner status, with the addition of the IMC qualification.

Having a background in relationship management and business development, Diane is fully equipped and experienced to support partners in their work with HNW individuals; whether through client events, client meetings or with technical support.

Diane assists partners to maximise client relationships by; helping them to secure and retain clients, offering guidance when building new professional connections, and assisting to improve their knowledge in key areas through effective consultancy and support.

Booking

To confirm your place, and for catering purposes before 18th November, please contact Michelle at michelle.harness@loricainsurance.com or on 07867 692489

Alternatively, please fee free to book online

Venue
  • Holiday Inn Express Preston South
  • Reedfield Place, Walton Summit
  • Preston
  • PR5 8AA
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's 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.