Southwest of England & Wales | 12 September

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

The second speaker for the evening is Richard JohnstonHead of Global Partnerships at Clearview FX.

Empowering Accountants: Unlocking the Value of FX Services

Richard’s talk will cover:

  • What services and solutions we provide to accountants and their clients, compared to traditional expensive banking routes.
  • Description on the SME market with key info on the market and value to the sector.
  • The different ways to buy currency – Spot. Forwards and Hedging etc and how we assist managing market volatility.
  • Influences over exchange rates including a 12-month comparison chart GBP vs EUR or GBP vs USD.
  • An introduction to myself, Clearview FX and our partnership with IFA
  • Round up with Feefo reviews to cover off the gold service recognition awarded by an independent reviewer and a Q&A session. 

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.

 

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Date: Thursday 12 September
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.


Richard Johnston Richard Jones

I have in-excess of 25 years’ experience within the Wealth, Banking and Finance industries. It has provided me with a vast and varied network built on long term relationships and an invaluable reputation.  

I am proactively managing and developing new and existing relationships with partners and businesses operating within the professional, property, and financial services sectors that require transfers of funds across borders.  

I help businesses grow in the best way possible using my knowledge and skillset to protect revenues and profit margins, whilst helping businesses internationally trade, resulting in growth and confidence.

I have been providing multiple currency solutions daily for private individuals, corporates and institutions which historically have helped clients save money, increase profits and manage their currency risks.

I can offer you access to services and solutions that are easy to understand and help you make informed business decisions based on trends and up to date information.

Business professionals need foreign exchange services and solutions that can help them mitigate currency risk and assist in growing their business.

My clients use this reliable, award-winning service and are pleased to report cost saving exchange rates. 

Having over two decades of experience I understand the level of service clients expect and very rarely receive from other providers. My reputation is based on delivering an exceptional experience to every customer, assisting each client on their individual requirements. 

I am always looking to enhance, develop and grow the business alongside our current partner's and affiliate's businesses.  My commitment is to continue delivering a successful customer experience, favourable exchange rates and a first-class client service, resulting in continued long-term prosperous relationships.