We run a number of events across the country for our clients, professional advisers and other contacts, including:

  • social and networking events
  • training seminars for professional advisers and charity trustees

Our regional offices also sponsor or support a number of local events.

Below is a list of our forthcoming events:

Financial awareness for young people

20 Dec 2022 - 10:30 to 12:00
Financial education equips young people with the tools required for a successful financial future. However, it is often neglected. Our investment managers deliver ‘Your money, your future’ presentations to 16-25 year olds in our offices and in schools around the UK. Our aim is to provide financial…
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Financial awareness course for women

15 Mar 2023 - 12:30 to 14:00
Virtual financial awareness course for female clients, entrepreneurs and advisers. Upcoming dates for 2023: 15 March, 13 June, 6 September and 30 November.
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