Prestwood to host financial planning masterclasses

The free one-day classes will be held in the Midlands (16 February), Manchester (3 March) and London (10 March). They will deliver a clear roadmap enabling attendees to harness the potential of financial planning and incorporate proven successful processes into their business. Delivered by either Paul Etheridge or Richard Hudson, the sessions will explain how lifestyle financial planning could help to increase profits and avoid the need to constantly recruit new clients. A number of case studies will also be presented, including managing inter-generational transfers. Paul Etheri...