Your Wealth Matters

31OCT 2017
10:00 am

The Mansion House
Clifton Down, Avon, BristolBS8 3LJ


This event has ended


We would be delighted if you could join us at one of our investment and financial planning seminars.

By attending one of our seminars, you will benefit from:

  • A market update and overview of the economy
  • Learning how recent changes to the pension and savings environment may provide opportunities
  • Information on how to utilise your tax allowances effectively
  • An opportunity to book a 15 minute complimentary private consultation with one of our wealth planners
  • A lunch and networking opportunity

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

31OCT 2017

The Mansion House

Clifton Down, Avon, Bristol , BS8 3LJ


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.

Darren Chaplin

Cazenove Capital
Wealth Planning Director
Darren joined in 2016. Previously he has worked with Towry Ltd (formerly JS&P Ltd), Coutts and Equitable Life where he has gained extensive experience in assisting high net worth clients with their financial planning and wealth management needs, maintaining a ‘trusted adviser’ relationship. Darren has some 20 years' experience in this field and is a Chartered Financial Planner. Prior to his career in wealth management, Darren was a qualified Accountant.

Suzanna Harvey

Burges Salmon
Suzanna is a partner in the firm's private client team, specialising in tax, trusts, immigration and estate planning for international clients (both UK resident and non-resident). She is co-head of the firm's HNW/UHNW Individuals team.