Broad Chare Partners is pleased to announce that it will be hosting its second Annual Review Meeting at the Crowne Plaza, Newcastle upon Tyne on Friday 30th November 2018.
This event will include a review of 2018 and an insight into 2019, covering a range of industry hot topics including the Autumn Budget.
The Annual Review meeting will start at 11am and will be followed by lunch and networking at 2pm. The event will then conclude with optional one-to-one sessions from 2:30pm onwards.
This year’s guest speakers include:
- Stephen Adair and David McLaughlin, Partners of Broad Chare Partners
- Richard Leeson, Wealth Management Consultant
- Chris Ralph, Chief Investment Officer at St. James’s Wealth Management plc
Stephen Adair, a Chartered Financial Planner and Fellow of both the Personal Finance Society and Chartered Institute of Securities & Investment, said: “We are thrilled to announce the date of our next Annual Review meeting, particularly after the success and high demand for the inaugural event last year.
“The aim of the event is to give our audience an expert insight into the trends of 2018, discuss the very latest news and ultimately, provide the highest quality financial advice to help individuals achieve their financial goals. I strongly encourage people to save the date for this informative and popular event.”
We will be issuing more information in the coming months. To register your interest for the Annual Review Meeting, please contact a member of the Broad Chare Partners’ team or complete our registration form.