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Jasmine & Steve – Redwood Update

Together they discussed key updates to Pension & Investment Legislation and recent changes to Inheritance Tax Allowance, as well as our new offering of  Funeral Plans & Probate…

John Redwood MP – Global Market Update

We were honoured to be joined by John Redwood MP who gave us a very interesting global market review.

Miles Thurston – Technology & Performance

We were also joined by Miles Thurston who is an Equity Partner within True Potential. Miles gave us an overview of the software True Potential have available and recent updates to the True Potential Client Platform.

Sabrina Corrigan – A Different Choice

Sabrina is a Business Development Manager for Octopus Investments and she gave us a very informative overview of  alternative investment options.

Summary of the Day

If you’re in a rush we’ve put together the key highlights from an action packed day into a short video which can be watched here.