Close Investments has announced it will hit the road with a series of seminars across the UK, offering advice on how advisers can protect their clients' investments.
Seminars are free for professional financial advisers to attend and dates run throughout September and October.
Close Investments' IHT, property and protected products experts will answer advisers’ questions and offer updates on the markets, regulations and products in these areas.
Roland Kitson, sales and marketing director at Close Investments, says: “With more enquiries than ever before from clients on IHT, advisers are seeking up to date information so that they can continue to provide best advice for their clients.
“In addition, as the credit crunch begins to really bite and risk appetite dries up, we’re finding there is more interest in our protected products, like the Close Escalator range, as advisers seek to offer their clients peace of mind and exposure to markets.”
Advisers can call Close Investments on 0800 2698 24 or email [email protected] for more information or to book a seminar place.
Seminar dates are as follows:
- 16 September- Exeter
- 17 September- Southampton
- 18 September- London
- 23 September- Cambridge
- 24 September- Cuckfield
- 25 September- Nottingham
- 8 October- Manchester
- 9 October- Leeds
- 14 October- Belfast
- 15 October- Glasgow
- 16 October- Edinburgh
- 21 October- Bristol
- 22 October- Slough
- 23 October- Birmingham
All seminars commence at 10am and finish by around 12:30pm.IFAonline
Regular reminders and updates
9 December 2019 deadline
Joe McDonnell joins as head of portfolio solutions (EMEA)
Adviser of the Year - South East
Fidelity Multi Asset CIO's outlook