1. Talking about professional practice management 2. Total trust in your investment process 3. Trust in your adviser
Wed, 12/09/2012 - 3:30pm - 6:30pm
Chairman:
Gini Bolton CFP
Location:
The Carriage Hall
Station Road Plumtree
Nottingham NG12 5NASpeakers:
1. Tracey Underwood CFPCM, PACE Solutions
2. Tim Hale, Albion Strategic Consulting
3. Shane Mullins, Fiscal Engineers Ltd
Followed by roundtable discussion on working practices and adviser charging, incl VAT discussion




CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.