Southwest of England & Wales | 5 June

Please note these are FACE-TO-FACE events being held in the UNITED KINGDOM.

Attendance is mandatory for CPD.

Please DO NOT REGISTER if you are unable to attend in person. 

Join the IFA Executive Director - UK, Jonathan Barber for the Southwest of England & Wales regional face-to-face networking event. Your speaker for the evening is Andrew Goulter from Mattioli Woods. Andrew will look at the Budget and cover:

Budget changes –“meet the new boss, same as the old boss”

  • Pensions – big name change but small planning change
  • IHT – Changes on the horizon
  • Investments and interest rates

This regional event will also includes:

  • IFA update and welcome to new and fellow IFA members.
  • An opportunity to network with other IFA members and professional colleagues.

 

Register Now Button 

Date: Wednesday 5 June
Time: 5.30pm-7:30pm (arrival from 5pm onwards)
Price: Free
CPD hours: 2

Location

The Bristol Golf Club
St Swithins Park
Blackhorse Hill Almondsbury
Gloucestershire BS10 7TP

Refreshments will be available - to help us cater appropriately it is important you register.

About the speaker: 

Andrew GoulterAndrew Goulter

Andrew joined Mattioli Woods as a trainee consultant in 2017 following 11 years working in the printing industry, earning his Diploma in Regulated Financial Planning while gaining hands-on experience in pension administration, investment structures and wider wealth management opportunities.

Andrew continues to work with clients to ensure suitable and sustainable solutions are put in place to meet their personal and business needs. This utilises his significant experience in inheritance tax planning for clients and the holistic and diverse planning required to maximise client outcomes.