Our last client event was held at East Lodge, Rowsley, near Chatsworth and this was our annual update meeting. We had two guest speakers, Matthew Deegan from the St. James's Place investment team who gave an overview of current economic trends and talked about how St.James's Place managed funds for our clients. Andrew Dodson, founder of The Wealth for Life Partnership, gave us an enlightening talk about succession planning and the absolute need for all of us to have our financial matters well organised and to have a good professional team of advisers to ensure the value of our estates pass to our loved ones and/or to our favoured charities.
Our next annual meeting will be held in the Autumn, we are planning two meetings in the Mansfield area and Derbyshire.
Please let us know if there is anything you would like to discuss.