Events

We look forward to seeing you

Seminar: How is your portfolio performing?

Come along to our presentation and join our friendly experts to discover how to shelter your finances in an unpredictable climate, how to keep your investments on track and how to create a sound framework as we share our three elements to successful investing.

  • Tuesday 05 March, 2019
  • The Mere Golf Resort & Spa, Chester Rd, Mere, Knutsford WA16 6LJ

Seminar: How is your portfolio performing?

Come along to our presentation and join our friendly experts to discover how to shelter your finances in an unpredictable climate, how to keep your investments on track and how to create a sound framework as we share our three elements to successful investing.

  • Wednesday 13 March, 2019
  • Thornton Manor, Manor Rd, Thornton Hough, Wirral CH63 1JB

Seminar: How is your portfolio performing?

Come along to our presentation and join our friendly experts to discover how to shelter your finances in an unpredictable climate, how to keep your investments on track and how to create a sound framework as we share our three elements to successful investing.

  • Thursday 28 March, 2019
  • Mottram Hall, Wilmslow Road, Mottram SK10 4QT

Seminar: How is your portfolio performing?

Come along to our presentation and join our friendly experts to discover how to shelter your finances in an unpredictable climate, how to keep your investments on track and how to create a sound framework as we share our three elements to successful investing.

  • Tuesday 02 April, 2019
  • DoubleTree by Hilton Hotel, Warrington Rd, Chester CH2 3PD

Briefing: Client update

As always, the briefing will give you the opportunity to hear from Mike Deverell as he gives our views on the future outlook as well as reasons behind the investment decisions made during the quarter.

  • Thursday 02 May, 2019
  • The Mere Golf Resort & Spa, Chester Rd, Mere, Knutsford WA16 6LJ

Worried about inheritance tax?

If the thought of a hefty tax bill sends a shiver down your spine, join us to find out how to protect your legacy so that you can pass it on to whomever you choose.

  • Tuesday 21 May, 2019
  • The Mere Golf Resort & Spa, Chester Rd, Mere, Knutsford WA16 6LJ