Broad Chare Partners hosted its Annual Review Meeting on Friday 30th November 2018 at the Crowne Plaza hotel, Newcastle. The event, which is in its second year, proved to be a success with more than 50 guests in attendance.
The event saw expert guest speakers provide insights to both businesses and individuals on a range of industry hot topics such as investments and the Autumn Budget. The event also included a review of 2018 and an insight into 2019.
Speakers included Stephen Adair and David McLaughlin, Partners of Broad Chare Partners and Chris Ralph, Chief Investment Officer at St. James’s Place Wealth Management plc. The event also included a buffet lunch and networking session.
Stephen Adair said: “At Broad Chare Partners, we aim to help our clients build, grow and protect their finances, by keeping our finger on the pulse with the latest industry changes and news. Our decision to host the Annual Review following the Autumn Budget allowed us to time to thoroughly analyse the potential impacts this may have on our clients and shape our advice accordingly.”
David McLaughlin said of the event: “I am delighted that this year’s Annual Review Meeting has been met with such success. It was fantastic to see some familiar faces from last years’ event and welcome new businesses to the event.
“I would like to thank all those who attended the Annual Review Meeting and for their positive feedback – we are confident that our future events will be equally as successful.”
If you would like more information on the topics covered at the Annual Review Meeting or to register your interest in future events, please contact a member of the Broad Chare Partners team here