Growing and Preserving Wealth Seminar with Buckles Solicitors

Author: Nicola Peak

Chartered Financial Planner & Chartered Wealth Manager

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It was a real privilege to welcome back clients to our ‘Growing and Preserving Wealth’ seminar, co-hosted with Buckles Solicitors for the first time in three years, this week.

MM Wealth’s Associate Director and Head of Financial Planning, Tim Parker presented one of three thought-provoking talks, which included an overview on ‘financial planning with the latest tax considerations’.

We were delighted to be joined by guest speakers, Stephen Duffy – Partner at Buckles Solicitors, Cambridge, who gave us an insight into ‘Wills Vs Trust Wills’, and ‘Powers of Attorney’.

And, Tim Crockford, Senior Fund Manager at Regnan, who presented guests with an insightful talk on ‘What’s Going on in the Markets’ and ‘Finding Impact Fund Opportunities and Sustainable Investments’.

Thank you to our wonderful hosts at The Jockey Club Rooms, Newmarket for providing such a beautiful venue and delicious Afternoon Tea on the Terrace.

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