Join us at our Financial Adviser Masterclass in London

By Abbie Knight

News

May 31, 2019

Following the success of our last seminar we delighted to announce that we are re-running the event in London on July 11th. Once again, we will bring together a panel of industry experts to delve into areas critical to the successful delivery of your centralised investment proposition. We will also host a technical pensions session and shed light on the Embark Group.

Join us for lunch and a few short presentations, followed by a drinks reception.

This event is CPD accredited.


AGENDA

Welcome and introduction

Sam Pardoe, Embark Group

PROD: Is your centralised investment proposition still fit for purpose?

Abbie Knight, Managing Director at DISCUS

 

Avoiding the pitfalls of pension contribution payments

Robert Graves, Head of Pensions Technical Services at Embark Group

 

How DFM can differentiate with a bespoke offering in today's challenging and uncertain environment

Richard Gould, Portfolio Director, Cazenove Capital


WHEN

Thursday, July 11th

1.30pm          Arrivals. Late lunch served

2.00pm          Welcome

2.10pm          Presentations

2.40pm          Coffee

2.50pm          Presentations

4.00pm          Summary and close. Drinks reception

5.30pm          Event ends


WHERE

Cazenove Capital
1 London Wall Place
London
EC2Y 5AU

(View on Google maps)

Lunch will be served on arrival and we would be delighted if you could join us for a drink and further discussion afterwards.

This event is proudly brought to you by Embark and is open to authorised financial planners, wealth managers, paraplanners and IFAs.


RSVP

Please register using this form. If you have any questions please contact Samantha Pardoe via email to samantha.pardoe@embarkgroup.co.uk or by calling 07557 050 487.