BEGIN:VCALENDAR VERSION:2.0 PRODID:-//PIMFA - Building Personal Financial Futures - ECPv4.6.12//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VEVENT DTSTART;TZID=Europe/London:20191204T081500 DTEND;TZID=Europe/London:20191204T130000 DTSTAMP:20240328T152310 CREATED:20190723T083500Z LAST-MODIFIED:20231002T074858Z UID:84453-1575447300-1575464400@www.pimfa.co.uk SUMMARY:CLIENTS’ VIEW 2019: PLANNING FOR THE FUTURE DESCRIPTION: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. \nBut 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? \nTo 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. \nThere 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. \nCPD certificates will be issued shortly after the seminar \n URL:https://www.pimfa.co.uk/event/clients-view-2019-planning-for-the-future/ CATEGORIES:Industry Events,Industry Seminar END:VEVENT END:VCALENDAR