Quarterly Member’s Forum – 4th May, 2017

Spring Forum – 4th May, 2017 The forum was held at the Oxford and Cambridge Club, was sponsored by Kelly Lindberg, Partner, St James’s Place Wealth Management and was hosted by Andrew della Casa. ‘Investing for long term return’ Agenda: 5.15 Registration and welcome...

Quarterly Member’s Forum – 14th January 2017

The Winter Forum was held at the Oatlands Park Hotel, Weybridge KT13 9HB The theme of the forum was “Health, Wealth and Mindset”and it was sponsored by Geoff O’Shea of Accumulus Consulting, Debbie Fothergill of Sphere of Influence, Nicole Parsons (Postural Alignment...

Quarterly Member’s Forum – 19th October 2016

Our autumn forum was held at The National Liberal Club, Whitehall Place, London. Agenda  5.00pm                                Registration and Welcome 5.15 pm                                 Speaker: John Nugée, Laburnum Consulting Politics post the BREXIT-vote 5.30...

Quarterly Member’s Forum – 20th April 2016

Thanks to Andrew della Casa, The Wine Enterprise Investment Scheme, we again secured this wonderful club for our members’ forum. Speakers: Emma Douglas and Andrew Green The forum was sponsored by Legal & General Investment Management and Rockpool Investments who...

Quarterly Member’s Forum – 9th January 2016

The Pensions Revolution – your Family’s Future Oatlands Park Hotel, Weybridge KT13 9HB Kelly Lindberg, Partner, St James’s Place Wealth Management sponsored the event. Guest Speaker – Richard Woods, the ‘Apprentice’ finalist and Managing Director of Yomp Marketing We...

Quarterly Member’s Forum – 20th October 2015

Agenda  5.00pm                                Registration and Welcome 5.15pm                                 Speaker: Andrew Pennie, Intelligent Pensions “Planning your pension income in the 21st Century” 5.45pm                                 Speaker: Paul...

Quarterly Member’s Forum – 2nd June 2015

For our Summer Forum, we again secured exclusive use of The Yacht, permanently moored on the River Thames at Temple Pier, Embankment, London. To spice up a light supper and drinks on the top deck, we heard the views of Ian Price, pensions guru at St. James’s Place...

Women and Pensions at Wisley – 20 May 2015

This seminar informed women about the importance of pensions to secure their financial security. Proceeds were donated to Breakthrough Breast Cancer. Click here to see the presentation by Catherine Stewart, Head of Market Development at Scottish Widows, our sponsors...

Quarterly Member’s Forum – 16 March 2015

Thanks to Andrew della Casa, The Wine Enterprise Investment Scheme, for again securing this wonderful club for our members’ forum and to CrowdBnk who sponsored a discussion of crowdfunding.  Members also considered “The Future of Retirement” aided by a panel of...

Quarterly Member’s Forum – 7 January 2015

Our Winter Forum was held at the Royal Thames Yacht Club, Knightsbridge and was followed by dinner. Our Lead Sponsor for the forum is Seven Investment Management. The evening included talks by Nicola Horlick of Rockpool Investments, Alex Scott and Glen Tucker of 7iM...

Quarterly Member’s Forum – 8 October 2014

Our autumn forum was held at the National Liberal Club and was sponsored by Kelly Lindberg, Partner, St James’s Place Wealth Management. Guest Speaker James Walton. 45 Members and guests enjoyed a comprehensive update on the new pension freedoms from Kelly and an...