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Time is Money: Brewin Dolphin Seminar

Does running your business take all of your time?

How much time do you allocate to successful financial planning for you, your business and your family?

Why don’t you prioritise some time and attend our breakfast seminar where you can listen to speakers from Brewin Dolphin, Square One Law and Deloitte who will give you their time and expertise to help you protect your wealth and plan for the future.

Breakfast Seminar – Thursday 3 July 2014

Brewin Dolphin, Time Central, Gallowgate,
Newcastle Upon Tyne NE1 4SR

Agenda

8.00am: Registration and refreshments
8.15am: Breakfast
8.45am: Presentation
9.20am: Questions
10.00am: Close

RSVP by 27th June

Please RSVP on 0191 279 7415 or email newcastle@brewin.co.uk

TIME IS MONEY

We are pleased to welcome Stuart Hamilton of Square One Law and Stephen Hall of Deloitte as our guest speakers. This is an opportunity to ask all the questions you wanted to know from leading wealth management, legal and accounting firms.

This seminar is aimed at people in business with insufficient time to manage their personal affairs and finances.

Brewin Dolphin has brought together regional personal wealth experts to explore the ins and outs of financial topics that matter and guide you through the important areas to consider whether you are protecting your wealth or seeking advice on how to pass it on to future generations.

Speakers

Nicholas Wilson, Divisional Director Brewin Dolphin
Nicko joined Brewin Dolphin in 1996. Over this time he has played an integral part in developing the private client investment management business. He specialises in investment management for private individuals, trusts, pensions and small charities. Nicko heads up one of the five investment teams for the office.

Gareth Davies, Divisional Director Brewin Dolphin
Gareth is a chartered financial planner with over 13 years industry experience. He is a fellow of the personal finance society, with a specialism in pensions and retirement planning. Gareth is authorised and experienced in providing a wide range of financial services advice, with recent work including advice to retiring business owners on the restructure of their financial affairs and inheritance tax planning.

Stuart Hamilton, Partner, Square One Law
Stuart is an experienced personal business lawyer who has practised in the North East for over twenty years. He has a broad range of experience in all aspects of estate and succession planning. Stuart’s specific area of interest is strategic succession planning for business owners, whether it is retirement planning, succession planning to pass business interests to the next generation or through trusts to prevent fragmentation.

Stephen Hall, Partner, Deloitte
Stephen joined Deloitte over twenty years ago. He now leads the forty-strong tax team, and also
has regional responsibilities for entrepreneurial business. This reflects Stephen’s “sweet spot” in dealing with business owners and their families, something which he has been doing for the whole of his career. A former recipient of the NE Tax Advisor of the Year Award (and nominated again this year), Stephen prides himself in giving practical and commercial advice led by what his clients want
to achieve.

 

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