1. Where is your business now? 2. Using Trusts as a service differentiator

Malcolm’s session will cover:

1.       The scope for total family Trust frameworks

2.       Best Practice Financial Trust solutions

3.       Effective Residual Estate Planning using Lifetime Trusts

4.       Business and Property Planning using Trusts

Speaker Bios

Duncan Sinclair

Duncan has working in financial services for over 20 years as an Adviser, Manager, Trainer and now Professional Development Consultant. He spends most of his time working with IFA firms and Network on how they meet the challenges of RDR and beyond.

Malcolm Noblett

Malcolm first 20 years of his career was spent working for 3 different US multi-nationals in B2B sales and marketing roles which included assignments in the USA and Europe and included responsibility for direct and 3rd party networks.

After too many years on planes and hotels Malcolm decided he no longer wanted to be a corporate animal and he found a business owner who was looking for an exit strategy for a business that provided Trust solutions to Financial Advisers. A number of years later and after a steep learning curve Malcolm now runs Solidus, a niche services business for Financial Planners which is growing rapidly.

Working with the higher end of the Financial Planning world Solidus provide well respected solutions to the clients of Financial Planners which allows the Financial Planner to differentiate their advice, retain client control and earn tens of thousands of pounds in additional revenue.

Malcolm lives with his family in the county town of Hertford and has a healthy passion for rugby and is often found in the Long Room at Lords in the summer.