CONSIDERED, CLEAR AND CARING ADVICE IN COMPLEX TIMES WORKSHOP - EPSOM
We are hosting a number of live events in your area in May and as a valued connection, we would like to invite you to join us. We will be discussing how we, as professionals, interact with our clients’ ongoing, changing needs and operate within our own legislative frameworks – whether that be accountancy, legal or financial.
Considered, clear and caring advice in complex times - workshop for accountants
Considered, clear and caring advice in complex times focuses on everything we do for our clients including building and protecting their wealth, with the aim of achieving financial independence. We will also discuss effective succession and intergenerational planning and the key components that allow us, as professional advisers, to establish appropriate bespoke strategies across all aspects of the financial and legal world. Asking the right questions at the right time has never been so important.
Headed up by Business Development Director Peter Collier and Wealth Management Consultant Thornton Wells, these workshops will be delivered by Mattioli Woods colleagues local to you.