1. Pensions, property and business funding 2. Investment: Ethics, bias and philosophy

Tue, 21/02/2012 - 6:00pm

Mary Stewart is Marketing Director at Hornbuckle Mitchell.  She joined the firm in 2006 and has overseen significant growth in the last six years.  Mary is a strong advocate of Financial Planning and launched the Hornbuckle and Mitchell Advisor Support Programme in 2010delivering technical, Financial Planning and business support to more than 2,500 IFAs every month.  She was appointed to the board in 2009 and regularly comments on pensions and retirement issues in the press.

Dan read Chemistry at University and spent the first part of his career with GEC.  He moved into financial services in 1986 holding a number of senior sales and marketing roles with both life companies and fund management groups.  Most recently he was CEO of Credit Suisse Asset Management (UK and Ireland).  When not writing in the press, running the company, and looking after his family he likes to relax by going fishing.

Chairman: 
Diane Weitz CFP
Location: 
The George Hotel
1 St Georges Road
Cheltenham GL50 3DZ
Speakers: 

1. Mary Stewart, Hornbuckle Mitchell

2. David Norman, TCF Investments