How can Informed Financial Planning help your clients?

Setting the scene

Informed Financial Planning are delighted to host a number of seminars for local professionals in 2024. Professionals in all capacities can attend these free sessions, which run every quarter and include guest speakers. The topics are chosen by you, for you.

Want to learn something new to share with your clients? Sign up via the link below to register your spot!

Date & Time

Thursday 8th August 2024 | 8:30 am – 10:00 am

Location

Informed Financial Planning, 8 Waterside Park, Hessle, HU13 0EG

Event Description

Join us for a CPD Accredited seminar hosted by Chartered Financial Planner and Managing Director, Josh Richardson, on 8th August 2024! This free event is tailored to professionals and includes a complimentary networking breakfast.

Our seminar will appeal to all professionals working with businesses and individuals. Professionals working in the legal, accountancy, insurance and mortgage sectors will undoubtedly leave with ideas on how to help their clients beyond the current services they offer.

What will be covered?

  • The types of clients we work with
  • The work we do with other professional firms to help them add additional value to their clients
  • Questions to ask your clients to help you identify areas you can help improve their financial position
  • The benefits of joint professional meetings

Speaker Details

Josh Richardson MLaw (Hons) FPFS, Chartered Financial Planner & Managing Director

Joining IFP in 2015, Josh has over 8 years’ experience in financial services, and specialises in Retirement and Estate Planning. He was recently appointed Managing Director in 2022 and continues to be passionate about the education of financial services to both the wider public and the younger generation.

Josh has been featured in the Hull & Humber Top 30 under 30, CII Young achiever of the year and New Model Adviser Top 35 under 35 Next Gen advisers.

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Exclusive Event: Wealth Management Workshop - Building & Protecting Your Money.
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