Managing Your Wealth
Gareth Hughes from Stackhouse Poland presented their Private Client and Corporate client insurance proposition. This was followed by Sam Jermy of Octopus Investments who spoke about “ The Great British tax Grab”.
Colin Nelson also returned to update clients on the economic outlook and the St. James’s Place Approach to Investment Management.
Liz Haigh from The Children’s Trust also spoke about how they have benefitted from the St. James’s Place Foundation, including receiving funds for a Hydrotherapy pool.
The event included a delicious three course lunch followed by a raffle.
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