With increased complexities and rising costs of living, planning for the future is at the forefront of many investors’ minds. These tasks, whether it be inheritance tax planning, retirement planning or all-round wealth planning, are traditionally undertaken by a professional adviser or IFA. However, an increasing number of wealth management firms are now looking to bring these services in-house, thereby providing a one-stop shop for investors, meeting all of their financial needs.
But what exactly do these investors expect and demand from a planning service, how much are they willing to pay for it, and at what age should these discussions be taking place? Also, is the prospect of having all financial services provided by one firm an attractive proposition for them?
To answer these, and many more questions relating to planning for the future, Compeer will be interviewing 1,000 high net worth and affluent investors to ascertain their views. Join us on the 4th December when we will share the key findings, whilst being joined by a variety of guest speakers with expertise in this area.
There is no charge for this seminar for representatives of wealth management firms and private banks. A charge of £250 + VAT per ticket applies for service providers.
CPD certificates will be issued shortly after the seminar