Broad Chare Partners hosted its first Annual Review Meeting at the Crowne Plaza, Newcastle on Thursday 30th November 2017.
This informative event included a review of 2017 and an insight into 2018 in relation to a range of topics including investments, intergenerational planning, the November Budget and more.
Chris Ralph, Chief Investment Officer at St. James’s Place Wealth Management, was a guest speaker at the event, along with Stephen Adair, Partner of Broad Chare Partners and David McLaughlin, Partner of Broad Chare Partners.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.