Events

When: 12 Jul 2022, 8:00am Where: Online
Climbing the partnership ladder | Webinar

Saffery Champness are delighted to invite you to 'Climbing the partnership ladder' webinar on Tuesday 12 July (8:00am-9:00am).  At this complimentary webinar, our experts will discuss issues affecting mid-career partners as they aim to progress up the partnership ladder. Our speakers will be Sheryl Davis and Ian Harlock-Smith, alongside Nicholas Chetwood and Skye Chalkly-Maber from stockbroker and investment management firm Farley & Thompson. Topics will include:

  • Strategic planning
  • Growing profile and client base
  • Income-related tax planning
  • Creating a financial plan
The session will be held on Zoom and will last approximately an hour, including Q&A session. Please click here to register yourself, or feel free to share this post with your colleagues who may also wish to attend. If you have any queries regarding this event, please contact Charlotte Holmes at [email protected] or call 0330 094 2067.

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