Spring Investment Conference

June 20, 2018

Westerby Investment Management’s bi-annual seminars continue to attract support, with around 100 clients and professional contacts receiving an insight into investment markets over the last 6 months and topical financial planning opportunities.

Colin Hopewell of Westerby Investment Management gave his top 10 financial planning tax tips at Leicester’s iconic Y Theatre and the IOD in central London, providing invaluable information that gave each attendee something to take away with them.

Additional speakers included Alex Antonius, Chief Investment Consultant at Tatton Investment Management and Emma Longstaff and Natalie Biggin of Josiah Hincks Solicitors and Topics covered included investment markets, tax and investment allowances, inheritance tax and pension planning.

Westerby Investment Management plan to build on their success by holding November’s seminar at the prestigious RAC Club, set in the heart of the St James’s area of London. Leicester’s Y Theatre will continue as the venue for the local event.

Steve Harvey, Managing Director for Westerby Group, said: “Westerby Investment Management is pleased to see continued interest in our bi-annual seminars which are going from strength to strength. Our independent financial advice is proving a draw for our existing clients and professional contacts, as well as attracting new business. We are looking forward to our November seminar to be held at a new venue, the RAC Club in London, where we are continuing to increase our profile.”

For more information and to book a place contact:

Debbie Hinks, Head of Administration Tel: 0116 247 0304 Ext: 210. E: debbie@westerby.co.uk

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