Heads of Financial Planning and Advice Forum
This group meets quarterly and is a less formal way to meet sector peers who also lead investment management and/or financial planning advice businesses. The agenda is Member driven and touches on a range of relevant topics at the time which are a concern for the sector.
It’s a valuable opportunity for a full and free discussion in confidence between those who attend and sets out how issues can be approached in a collegiate way that respects that firms seek the best results for their own clients and business, but also that it is in the interests of all firms for the sector to work well and response to client needs.
Brooks Macdonald Asset Managment
Canaccord Genuity Wealth Management
Cazenove Capital Management
City Asset Management
John Edmeads / Ian Baird
Close Brothers Asset Management
David Pallister / James Sayer
Handelsbanken Wealth Management