Wealth Management Lunch

On Friday 2nd October 67 of our Wealth Management Clients attended one of a series of free 3 course lunches we hold for clients at Les Bouviers restaurant.

Lucian Cook (Director of Savills) travelled down from London to present his thoughts on the residential property market.

Lothar Mentel, a fund manager for Octopus, who runs various funds valued in excess of £1.5Bn also commented on the equity markets and his thoughts going forwards.

Simon Willcox, Managing Director of Ward Goodman Financial Services, commented “we are very pleased with the response from clients as attendance is 40% up on last year. The increased popularity can be contributed to our existing clients seeking a clear picture of what is happening together with an increase in the numbers of people that have chosen Ward Goodman to help them manage their tax and financial planning.

To find out more about Ward Goodman’s Wealth Management service and the events it runs please contact Gareth Simon on 01202 875900.

To find out more about any of these stories or
Ward Goodman please contact 01202 875900