Bristol

Chairman biography

Julian has been a financial planner with AWD Chase de Vere for nearly 10 years. The majority of his work involves bespoke tax and estate planning and investment management designed specifically to meet the needs of elderly and vulnerable private clients. Julian is a member of STEP, the professional body for the trust and estate profession worldwide.

Introduction to the branch

Bristol has a strong and enthusiastic membership who is only to keen to help and support new and existing members. This is going to be important given the challenges we face as a profession and therefore please get in touch and attend our meetings to maximise the benefits of your membership.All meetings for 2012 are scheduled to be held atClarke Willmott, 1 Georges Square, Bath Street, Bristol BS1 6BA. I would like to extend our most sincere gratitude to Clarke Willmott for the use of their offices for our meetings in 2012.

How to attend these meetings

Attendances at branch meetings are free to IFP members. Non-members and guests are welcome to attend, the first two meetings are free of charge, thereafter non-members and guests will pay a charge of £10 per meeting. To attend any branch meeting you will need to register.  Please contact Julian by email julian.frere@awdplc.com to sign-up to the Bristol branch meeting/s you wish to attend.