Tuesday 2nd October 2012 – Morning and Afternoon Sessions.
De Vere Whites Hotel – Roy Hartle Suite
De Havilland Way
This event was specifically designed for North West Business Owners and provided complimentary financial planning information for business including how to create a wealth plan, retirement planning and exit strategies.*
Featuring Guest Speaker, Obi Nnochiri - Head of Tax & Technical Support
St. James's Place Wealth Management
Obi has a wealth of experience in the areas of Tax & Trust Planning** and his expertise is therefore paramount to the development of our relationships with many high net worth clients. Obi is involved in client meetings and provides technical expertise and support to Individuals and Business Owners who have the need to have the most sophisticated financial planning. We have added significant value to many clients through working together with important aspects of the St. James's Place infrastructure, namely people like Obi.
The session lasted approximately 2 hours with complimentary refreshments served. These events have been extremely popular in the past.
*Exit Strategies may include products and Services that are separate and distinct to those offered by St. James's Place.
** Trust are not regulated by the Financial Conduct Authority