Private: Scott Stevens
Head of Business Development
Looking under the bonnet: Preparing paraplanners for success
Quilter Cheviot’s first roadshow dedicated to paraplanners and exploring the changing nature of their roles.
The paraplanner role is increasingly important within the financial advice community, whether as a career in its own right or as part of the path to becoming a financial adviser. At Quilter Cheviot, we therefore decided to create our own specialist roadshow for paraplanners, recognising the additional responsibilities many in the profession are now taking on.
Our adviser focused events were recognised this year by CityWealth and Wealth Adviser (Silver Prize – Best Events Programme 2017 & Best Marketing Campaign for 2018) and we are pleased to be building on this success and our already well known events programmes. As well as offering an opportunity to network with other paraplanners, financial advisers and the wider financial community, we will be offering a variety of speakers, covering:
You’ll also hear from our investment experts, including what the key drivers for the remainder of 2018 will be and what trade tensions might mean for the global economy.
To secure your place, simply enter your details, along with your chosen location, in the attached form.
09.00am Registration and complimentary breakfast
09.30am Welcome and address
09.40am Tougher times ahead: a more challenging bull market and how discretionary fund management can help
10.20am Cashflow planning best practices: Join fellow paraplanner Ed Peach as he shares all the best practices to help you and your team get the most out of cashflow planning- CashCalc
11.00am Coffee break
11.15am Back of office but front of mind? Are you forgetting the most important part of the business?Time4advice
11.45am How do you eat an elephant?
12.15pm The International Professional Paraplanner, unleash your new superpower! – Standards International
12.45pm Closing Remarks
13.00pm Buffet lunch, including chance to meet and network with our speakers and partners including Curtis Banks and SIFA
*Please be aware the Agenda is currently being finalised and is therefore subject to change.
“Excellent range of speakers, all very knowledgeable and kept my interest.”
Beth Kelly, S. Hill & Co
“ Excellent morning! This is the best conference I have been to – since the last Quilter Cheviot conference, they just get better! Great ideas!!”
Nigel Herrick, The Premier Partnership Ltd
“An excellent event. As a solicitor, a very useful insight into your world!”
Nick Marshall, Companies: Brodies LLP
“Overall, really good with some excellent information to take away. Well worth coming – would recommend to others.”
Matt Arnold, Charles Derby