Our 2016 investment presentations come to a close…






“As usual, a first class presentation in an excellent venue”, “An excellent presentation by all speakers with a great introduction by Tristan – a fantastic build up to a very insightful session!” and “Thank you once again – it’s made me realise that I need to revisit my needs as times are changing – both mine and the world.”

These are just some of the wonderful comments we’ve had from the guests at our six sell-out ‘Brexit – What’s Next For Your Investments?’ presentations.

Our speakers for the day, Tristan Hartey, Bill Evans (Davies, Evans & Law) and Karl Hartey provided their professional opinions and visions on a number of subjects including Wills and Trusts, Inheritance Tax and Investments.

Although each and every one of these areas is importance we gave Investments a little more limelight as we were aware concern was still at the forefront of many people’s minds following the aftermath of the EU referendum.

As such, we shared our forecast of what we think could happen to investments now that the referendum has taken place and ways in which you can protect and improve the performance of your investment portfolios.

We enjoyed the day just as much as our guests (we couldn’t have wished for better feedback), but for now, we say goodbye to this year’s presentations, but don’t fret we’re already in the midst of planning our spring tour, so keep your eyes peeled for more news on these coming soon.


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