01782 557800

A lunchtime workshop for private clients, their families and advisors


Events are making the financial outlook very uncertain

Markets are afflicted with a degree of uncertainty at the moment, with instability in the Middle East, a referendum in Europe around the corner, there is a distinct possibility of further market volatility. This comes against a back drop of improving economic news for the UK, a surprise election result and improvement in the US and Far East in general.



If you are unsure where to start when it comes to investment, then come along to Crewe Hall where we are holding a relaxed informative and interactive workshop. Themes will be discussed that are fundamental to portfolio management and the provision of retirement income through Self Invested Personal Pensions (SIPPS), especially in light of the recently announced changes in pension legislation.



  • Global markets & possible future scenarios
  • Where and how to invest
  • Investment themes
  • Self Invested Personal Pensions (SIPPs)

With the new announcements by George Osborne last year, should we now be thinking of SIPP’s as family trusts providing income for many generations?



11.00 – Registration

11.30 – Workshop

12.45 – Lunch

2.15 – Close

Richard Jacobs will be speaking on the day along with Nick Jackson and Helen Gerrard who are both Investment Directors at Rathbone Investment Management with over 40 years experience between them.



10th September 2015, 11am until 2:15pm



Crewe Hall, Haslington, Crewe, CW1 6UZ


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