PFS Doncaster Autumn Roadshow

Wealth and cashflow planning helping clients visualise their future

Our Autumn Roadshows will focus on the intrinsically linked topics of cashflow and wealth planning. We’ll also cut to the chase on exactly how AI is already driving real efficiencies within advice firms. 

Coming against a backdrop of tariff-induced market turmoil, investors will be keen to understand when – or even if – markets will return to any kind of normality, and if the suggestions of a global recession are just fake news.

We will hear how AI is no longer just a future aspiration, but already a game changer for many advice firms. Human time is being saved, costs are being driven down and clients are receiving personalised services.

We are also bringing together experts and practitioners to demonstrate both the technical and practical application of cashflow planning as an essential tool for helping clients visualise the impact of a long-term financial plan to help realise their goals and aspirations.

Registration

Registration is free of charge and lunch and refreshments will be provided.

If you have any queries then please contact: pfsevents@cii.co.uk

Book your place here: PFS Autumn Roadshow - Wealth and cash flow planning