financialliverpool

The Financial Liverpool Christmas Lunch takes place on Thursday 15 December at Hard Days Night Hotel in Liverpool city centre.

As well as providing CPD, this is a social event with an element of fun. A delicious 3 course meal and a glass of wine is included, as well as plenty of fun and games.

The speaker is Steve Webb who was pension minister in the Coalition Government and now works at Royal London.

More details including how to book can be found here.

Limited places remaining!

AGM

The AGM will be held before the January CPD talk.  The AGM will start at 12.15pm at Tilney BestInvest.

Venue: Tilney Bestinvest offices, Liver Building, Pier Head, Liverpool L3 1NY

Agenda:

Chairman’s report

Financial statement

Secretary’s report

Membership and communication report

Election of Chairman/ Officers

Any Other Business

Full details about Financial Liverpool, the committee members and their roles can be found on the website www.financialliverpool.org.uk

If any member wishes to stand for one of the committee roles, they should advise the Secretary, Julie Calvert by email julie.calvert@pavis.co.uk by 25th January 2016, giving details of the position applied for and reasons for wanting to join the committee. In the case of a member wishing to join the committee, this will be put to a members vote at the AGM. All the current committee members have indicated that they are happy to continue in their roles for 2016. A full list of the 2016 meetings will be distributed at the AGM.

29 January 2016

PLEASE NOTE THE SLIGHT CHANGE OF TIMING FOR THIS EVENT

11.45 Coffee and Registration

12.15 Annual General Meeting MORE DETAILS CLICK HERE

12.30 45 minute CPD talk on Tax Year End Financial Planning Opportunities

Speaker: Simon Harryman of Ingenious Investments

Buffet Lunch and networking opportunity after the presentation. 

Venue: Tilney Bestinvest offices, Liver Building, Pier Head, Liverpool L3 1NY

Book via EventBrite here.

The target audience will be financial planners, paraplanners, accountants and legal professionals.

The learning objectives will be to:

Provide an overview of the Enterprise Investment Scheme (EIS) and Business Relief (BR) markets

Explain how to fund retirement using rolling EIS investments

Explain how to extract cash from a business efficiently

Provide a comparison of Estate planning solutions

Explain client suitability and how to quantify risk

The learning outcome will be to increase our understanding of EIS and BR qualifying investments and financial planning scenarios where their use might be appropriate.

About Ingenious

Ingenious works closely with professional advisers to provide a range of innovative investment opportunities in the media, clean energy and real estate sectors. They aim to provide advisers and their clients with straightforward, yet innovative and versatile, financial planning solutions.

About Simon Harryman

Simon is an Investment Director in the Client Relationship Team, responsible for developing relationships with Investors and their Advisers.

Commencing his career in retail banking, Simon has amassed a wealth of experience during his 30 years in the financial services sector. As well as working with a number of the UK’s leading financial institutions in a variety of client facing and leadership roles, Simon has also successfully grown his own wealth management and product distribution businesses.

Simon has a deep understanding of the advice process, the commercial realities of managing a regulated financial services business, and a passion for thought leadership. He therefore enjoys a great affinity with the professional advice community and utilises his skills and knowledge by developing excellent relationships with advisers, helping them to deliver great solutions for their clients.

Simon holds the CISI Level 6 Private Client Investment Advice and Management qualification.