On Thursday 7th October, we held our very first Investors Lunch at Rowton Castle, Shrewsbury. It was a beautiful day and the castle looked glorious for our advisers, guest speakers and current and prospective clients.
Attendees were treated to two guest speakers, Henry Cobbe CFA, Head of Research at Elston Consulting, and Jeremy Simmons, Head of Distribution at Slater Investments Ltd.
Henry is Director and Head of Research at Elston Consulting which researches and develops investment strategies for UK advisers and wealth managers. Presenting his thoughts on inflation in a post-COVID world, Henry provided the latest insight into what this means for individual savings and investments during a period of likely increasing inflation.
Jeremy Simmons from Slater Investments provided insight on the outlook for UK equities and highlights of the research and analytics available to support potential important investment decisions.
Speaking about the event, founder and Managing Director Mark Evans said; “It has been wonderful to welcome everyone to join us in person in these beautiful surroundings, for this fantastic event. Finding the right solutions for our clients is pivotal to the success of Beaumont Wealth and we are incredibly grateful to our knowledgeable speakers today.
“We have a diverse and experienced team of qualified male and female advisers; their principal aim is to work with our clients towards a common goal – to achieve financial freedom by having enough savings, investments, and security to have the life they want for themselves and their family.
“We have a range of planning tools available to us to tailor our approach to every client and their financial priorities, and these lunches and a great way to support the decision-making process and share our financial insight, while getting to know each other in person too.
“As fully independent financial advisers we are able to guide our clients without bias with a truly customised, outcome-focused approach, so spending time understanding their concerns is vitally important to us.”
The next Investors Lunch will be held on 11th November at The Grosvenor Pulford Hotel and Spa. If you or someone you know would like to attend this event please send an email to [email protected].
November 13, 2023
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