Westerby Investment Management will provide an insight into Intergenerational wealth planning Leicester’s Y Theatre on Wednesday (22nd May).
Westerby Investment Management advisers will be joined by key investment strategists from Tatton who will give an insight into investment markets over the last 6 months with an outlook to October 2019.
Westerby Investment Management Managing Director Steve Harvey said: “With economic growth predicted to remain modest and the continuing uncertainties over the Brexit negotiations causing a drag on business investment, it’s wise to plan ahead. The investment conferences will also provide insight on intergenerational wealth planning. Planning at the earliest opportunity can ensure more of your wealth passes to your beneficiaries rather than the tax man.”
The conference at Leicester’s Y Theatre on East Street, will take place on Wednesday 22nd May with bacon rolls provided at 10am followed by presentations from 10.30am to 12.00pm.
The conferences come at a time of continuing business growth for Westerby Investment Management with a 25 per cent increase in staff over the last five years and turnover increasing by 50 per cent.
Steve said: “We are looking forward to meeting new and existing clients in Leicester at a time when we are seeing a significant increase in demand for independent and unrestricted advice.”
For more information and to RSVP contact Debbie Hinks, Tel: 0116 247 0304 email: debbie@westerby.co.uk
