Future Seminars:
Wednesday 7th March 2012 – Seminar with guest speak Justin Urquhart Stewart (details to follow)
Tuesday 25th September 2012 – Seminar with guest speak Justin Urquhart Stewart (details to follow)
Previous events and Seminars:
11th October 2011 – Seminar with guest speaker Justin Urquhart-Stewart.
Around the financial world in 80 minutes
Justin Urquhart-Stewart of 7IM, the well known financial commentator presented an ‘Around the World in 80 minutes’ overview of the global economy, hosted by two local advisory firms for an invited audience last week.
A cross section of local business people and clients from Blue Sky Financial Planning Ltd and Steele Raymond Solicitors, gave top marks for his captivating presentation, which was seen as ‘warm, insightful and inspirational’. Justin delivered an energetic overview on issues such as the banking crisis, sovereign debt across the western economy and the inability for European politicians to provide strong leadership.
His conclusion was that we are clearly in a state of flux with regards to solving the debt crisis, however said there is hope and optimism that the European leaders will come up with a credible plan.
Justin commented ‘The key is to have diversification in harmony with active management of investments and pension portfolios, but the priority is to plan first and foremost which includes assessing your attitude to risk’.
Ends.
Older Seminars:
5th May 2011 – Financial Education
5th May 2011 - Opportunity out of Austerity
9th February 2011 – Opportunities in a new pension world
14th April 2009 – Brace yourselves for the recovery
Our Performance
Our investment strategies have created real value for clients. View our investment performance by clicking the graph below
esmartmoney
Our bi-monthly Smart Money magazine details ideas for Pensions, Investments, Protection and Business Planning.
Tactical Planning
Are you Contracted Out of the State Second Pension?
Feb
03
2012
From 6 April 2012, those with Personal Pensions, Stakeholder Pensions or Occupational Money Purchase (Defined Contribution) Pensions, will no longer... Read more
Could you and your family survive if you were unable to work?
Jan
27
2012
More than half of UK workers would be unable to survive for more than three months without work.... Read more
Jan
20
2012
The end of the tax year on 5 April is fast approaching! With rumours of further tax increases to be... Read more