November 2014 event – ‘The Only Way Is Ethics’

Speaker: Phil Billingham of Phil Billingham Partnership Timing: 12 for 12.30pm – Close at 2 pm Venue: Barnett Waddingham Offices, Port of Liverpool Building, Pier Head, L3 1BW After attending this educational CPD event, delegates should have a clear understanding of the Code of Ethics and of the difference between ethical and unethical behaviour. During this … More November 2014 event – ‘The Only Way Is Ethics’

October 2014 event – ‘Why Care About IHT Planning?’

Speaker: Gabrielle Beaumont of Ingenious Investments                     Timing: 12 for 12.30pm – Close at 2 pm Venue: Barnett Waddingham, First Floor, Port of Liverpool Building, Liverpool, Pier Head, L3 1BW On 31 October, the team at Ingenious Investments returns to Financial Liverpool to share their findings in the IHT and long term care market. By the end … More October 2014 event – ‘Why Care About IHT Planning?’

July 2014 event – Can you afford to overlook Investment Trusts??

Speaker: Stephen Trowbridge of Investec Wealth & Investment          Timing: 12 for 12.30pm – Close at 2 pm Venue:Investec Wealth & Investment, The Plaza, 100 Old Hall Street, Liverpool, L3 9AB By the end of this educational structured CPD presentation attendees will have more understanding of investment trusts and the benefits of including them within a client … More July 2014 event – Can you afford to overlook Investment Trusts??