The GrowthInvest Adviser Hour
- On March 29, 2018 11:00 AM
The Adviser Hour by GrowthInvest aims to provide an easily accessible educational forum for advisers to learn more about tax efficient investment, and to delve deeper into current issues facing advisers and their clients. We hope that the series will be a catalyst for growth of the industry by driving engagement with a broader segment of the UK financial Adviser marketplace. The show’s anchor and presenter for the series is the well-respected Industry figure Lawrence Gosling.
The series will focus on the benefits of the use of different types of tax efficient investments within client portfolios, the pitfalls and hurdles faced by advisers, education around the products and information. Each of the CPD-qualifying 6 episodes in this initial pilot series will feature key industry figures from product providers, financial adviser firms and trade bodies.
Registration will provide access to all 6 x episodes, either live or to view on-demand after the event, as well as provide advisers with free account access to the GrowthInvest platform.
Sector Specific Investing
Thursday 29th March, 11:00 GMT
A theme throughout the series is the need for diversification across client portfolios. This can be achieved by looking to fund managers to build a diverse portfolio, but we take a specific look at sector specialists, which can provide good diversification and exposure into specific sectors. We take a look at any differing requirements for sector-specific investing, and discuss how to build an “adviser toolkit” for doing so. We also look to dispell any myths for example, media and film are sectors that are often misundersto od and sometime misrepresented, and we will hear from some of the leading players in that environment and take a closer look at the wide range of different types of investments that are available. We will also review and discuss some of the key themes and questions that have come out of this inaugural series.
Hosted by Lawrence Gosling of Vitesse Media, each episode includes an interesting mixture of industry figures from product providers, trade organisations and financial adviser firms.
Register here, or by clicking the ‘book now’ button.
GET IN TOUCH!
CALL US020 7071 3945
FOLLOW US ON
Throughout our site you will find links to external websites. Although we make every effort to ensure these links are accurate, up to date and relevant, we cannot take responsibility for pages maintained by external providers.