On Friday 7th October, 2016 we ran a very successful and well attended client event with lunch in the light filled Garden Room at the Penny Brohn National Centre, Pill.
As a Fellow of the Personal Finance Society, Tony Anderson delivered the briefing, giving his insights on how to preserve wealth, by efficiently structuring assets so as to mitigate the impact of tax, as well as wider Investment Planning Strategies. We have received many positive comments to say how informative and useful our guests found the content of the presentation.
We were also delighted to introduce Laura Kerby, Chief Executive of our 2016 Charity Partner, Penny Brohn UK, who gave us a passionate insight into the work and support the charity gives to those that have been impacted by cancer.
Our guests very much enjoyed the great venue and the beautiful Penny Brohn gardens. The event was rounded off with a the delicious lunch, which showcased Penny Brohn's award winning approach to food designed to support your health.
We offer a range of exclusive client events each year. The aim of our events are to bring clients up to date with what is happening in the wider financial world and how this affects their own wealth management strategy. We are confident you will find our events highly informative and enjoyable, whilst providing the opportunity to bring a friend, family member or colleague to experience first-hand the expertise of Anderson Financial Management.
Our next event takes place on Friday 12th May, 2017 at Penny Brohn UK, Pill. We are also holding a similar event in Gloucestershire on Friday 29th September, 2017. All our events have restricted availability, so please book early to avoid disappointment.
Please reserve your place by contacting our Client Services Team by email email@example.com or please call 0117 900 1639 and the team will be happy to assist you.