Broad Chare Partners successfully hosted its first Annual Review Meeting at the Crowne Plaza, Newcastle on Thursday 30th November 2017.
The inaugural event, which was fully subscribed, saw expert guest speakers cover a range of topics including investment markets, intergenerational planning and the Autumn Budget.
Guest Speaker Chris Ralph, Chief Investment Officer at St. James’s Place Wealth Management plc, discussed the recent trends in investment markets and the important factors that will drive future performance.
David McLaughlin and Stephen Adair, Partners of Broad Chare Partners, also presented at the event. David, who boasts over 30 years experience working within financial services, discussed the importance of intergenerational planning to ensure that parents and grandparents are better able to support the younger members of their families.
Stephen, a Chartered Financial Planner and Fellow of both the Personal Finance Society and Chartered Institute of Securities & Investment, discussed the tax and financial planning implications of the Autumn Budget for both individuals and businesses.
The event also included a buffet lunch and networking session.
David McLaughlin said of the event: “I am thrilled with the success of our first Annual Review Meeting as it was fully booked, and we have received exceptionally positive feedback from attendees.
“We continually strive to provide all of our clients with services and advice which will help them build, grow and protect their finances; which is why we host events such as this, and we are already planning events of a similar calibre for 2018.”
Stephen Adair said: “Hosting our event in the week following the Autumn Budget allowed us time to reflect on its contents and the potential impacts for our clients – this approach allows us to provide a well-informed analysis and in-depth advice, and not just a reactionary statement.
We aim to continually provide our clients with the highest quality financial advice and services, which includes advising on the latest changes, trends and news, and events are just one of the means by which we do this.
I would like to thank all those who attended the Annual Review Meeting and for their positive feedback – we are confident that our future events will be equally as successful.”
If you would like more information on the topics covered at the Annual Review Meeting or to register your interest in future events, please contact a member of the Broad Chare Partners team.