Annette Kinsman of Succession Advisory Services will be delivering this month’s talk on 22 FebruaryWe are delighted to welcome Annette Kinsman ,who is currently a Director with Succession Advisory Services who will be sharing her top tips on how to develop successful professional relationships.
Annette joined the industry in 1990 and has had various roles including , advising , compliance and marketing.
In 1999 Annette was appointed as a Board Director of SOFA (Society of Financial Advisers ) which was the forerunner of the PFS of which she is now a Fellow.
For the past 12 years she has run her own consultancy business, Purple Patch , working closely with professional service providers , developing successful partnership strategies which ensure that clients fully benefit from a structured alliance that brings them added value service’s and valuable additional income streams.
Recent confusing statements from the SRA and the Law Society regarding the use of IFA’s and Restricted Advisers make this a ‘must attend’ session.
To register your place please e-mail Carly Dunningham