As a professional, you have specific needs when it comes to your personal finances but often very little time to focus on them. As we approach the end of the current tax year, it’s more important than ever to make sure you know what allowances you have available and how to use them effectively. Download the webinar presentation below:
It was very interesting - think I need to speak to Tilney about my personal situation!
Topics discussed included:
Thank you so very much for this enlightening webinar probably the best one from ACT to date!
Ann-Marie is a multi-award winning financial planner who has worked in the financial services industry since 1995 and heads up Financial Planning in the North West. She works with many business owners, high net worth clients and complex families to ensure they are linking planning in all areas to meet their long term objectives. Part of this means that Ann-Marie spends much of her time working with Solicitors and Accountants collaboratively. Ann-Marie is a Chartered Financial Planner and Fellow of The Chartered Insurance Institute.
Rebecca is an investment director of discretionary portfolios for private clients, trusts, charities, corporates and court settlements. Rebecca specialises in High Net Worth UK and international mandates, including US connected and non domiciled individuals. She is also a fund manager of the $120m Tilney Insurance Dedicated Fund, and sits on both the Direct Investments and Stewardship and Responsible Investment Groups. Rebecca is a CFA Charterholder and holds the Chartered Institute of Securities and Investment IAD qualification in both securities and derivatives. Rebecca graduated with first class honours in Economics and Politics (BSc) from the University of Bristol, and was recently named “Woman of the Year – Investment” at the Women in Financial Advice Awards 2020.
Moderator
Naresh has spent 30 years in a variety of treasury roles spanning industry and advisory firms. At PwC he was the UK Lead for Cash Management and Payments where he helped lead the firm’s work on payments, Brexit, treasury controls, Blockchain, operational resilience and target operating model design and implementation. He won an Innovation award for his proposition around mobile payments. Prior to PwC, Naresh spent almost 20 years in industry across a range of organisations including BP, Heron Property, Cable and Wireless and Fujitsu taking on roles such as analyst, dealer and treasurer.
The speakers were brilliant - very engaging and knowledgeable. The content was extremely relevant and helpful.
This webinar, in association with Tilney, took place on Wednesday 24 March.
Click below to watch the recording.
