The latest Greaves West & Ayre Investment update is scheduled for 23 September 2021 – we do hope you will join us, with Three Counties’ Andrew Alexander giving his latest financial markets update in the session.
Following on from our last webinar when we looked at the Investment Process, Mark Harrison will explain the role of an Independent Financial Advisor (IFA). He will highlight how an IFA is much more than someone who helps with your investments and how finding someone with the right credentials and the right fit for you can lead to a long, successful relationship. Mark will also introduce some of the most recent members of our Wealth Management team, so you can put faces to those new names you may have seen.
At GWA we installed our first computer over 50 years ago. Since then we’ve continually invested in the latest technology to enhance the services we offer to our clients. Joe O’Brien will be showing just how easy planning for the future can be using some of our latest financial planning software. No matter how technology or investment savvy you may be, we are pretty sure this will make planning a lot clearer and simpler to understand for everyone.
Finally, we welcome back Andrew Alexander who will provide us with his usual and unique summary of the financial markets.
In this webinar we will offer:
- Give an outline of what to look for in an Independent Financial Advisor
- Provide a demonstration of some exciting new financial planning tools
- Andrew’s unique roundup of the financial markets
Mark Harrison – Mark is a Chartered Financial Planner who will soon be celebrating 30 years of experience in the industry, with 16 of those as Head of the GWA Wealth Management team. Mark is a pension and investment specialist and looks after clients from a range of backgrounds.
Joe O’Brien – Joe’s experience extends across personal, business, rural and trust clients. As a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner, Joe recognises the complexities of wealth management planning and the need to offer flexible, individual solutions.
Andrew Alexander – Andrew sits on GWA’s Investment Committee and is a Director of GWA’s sister company, Three Counties. With over 20 years of experience in the investment industry, Andrew’s passion for research and analysis is an invaluable asset. An IFA, Andrew is a holder of the Investment Management Certificate and is a regular industry commentator.
As always, we are keen to understand any concerns that really matter to you. If you do have questions, please send these to us in advance, so we can address them during the presentations or in the wrap-up Q&A. If for some reason you are unable to attend the live session, we will provide a recording for all those who register.