Events

25MAY 2017
10:00 am

Rudding Park Hotel, Spa & Golf
Rudding Lane, Follifoot, HarrogateHG3 1JH

Your Wealth Matters seminars

Harrogate

About

Join us at Rudding Park, Harrogate on Thursday 25th May where we will cover:

  • An economic update
  • How to utilise tax allowances for today and the future
  • How recent changes to the pension and savings environment may provide opportunities

Please find full event details below. If you have any further queries please contact:

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

Date and Venue

25MAY 2017

Rudding Park Hotel, Spa & Golf

Rudding Lane, Follifoot, Harrogate , HG3 1JH


Agenda

10.00
Arrival tea and coffee
10.30
Welcome and introduction
John Gordon, Head of Business Development
10.35
Making sense of an uncertain world
Richard Jeffrey, Chief Economist, discusses the big issues affecting the global economy and the challenges that lie ahead for the UK.
10.55
Generational planning
11.15
Investing for the future
11.35
Will planning
11.50
Q&A
12.15
Light lunch
For those who wish to discuss any specific issues, we will be holding optional 15 minute consultations with our experts on a first come first served basis. If you would like to book one of these sessions please express your interest when registering.

Speakers

John Gordon

Cazenove Capital
Head of Business Development
John joined in 1984 and is Head of Business Development, working closely with the Private Wealth Management teams to facilitate and coordinate their business development efforts. Prior to his current role, John began managing private client portfolios in 1989, initially managing private client portfolios and trusts, before joining the dedicated charity team. In addition, John is a non-executive Director of a substantial private property company and is a trustee and treasurer of a charity. He has 29 years’ investment experience and is a member of the Securities Institute (diploma).

Richard Jeffrey

Cazenove Capital
Chief Economist
Richard is Chief Economist and responsible for the strategic framework that supports the investment teams. He joined in 2008. Since completing a Masters degree in Quantitative Economics, Richard has worked as a professional macroeconomist and market strategist in the City of London. Richard has 35 years’ investment experience.

Marco Malagoni

Cazenove Capital
Wealth Planner
Marco is a Wealth Planner and a member of the team within Private Wealth Management responsible for advising private clients on their pension planning and also on inheritance tax, CGT and income tax optimisation. Marco has over 10 years’ experience and holds the Diploma in Financial Planning.