Quarterly Investment Seminars
In this day and age of technology, it seems there are unlimited ways to communicate with each other. Online, through mobile phones, interactive TV’s, the list goes on. Whilst at Pennine Wealth Solutions (PWS) we utilise some of these methods, we also feel that more traditional communication streams (Quarterly Investment seminars), still have validity and value in this modern world;
Face to face contact.
The PWS Quarterly Investment seminars are an ideal way for our adviser partners and their investors to get together and discuss relevant investment themes. As well as having interaction with another vital component in the investment journey, the portfolio manager.
PWS hold quarterly Investment seminars whereby advisers can invite their clients along to a presentation from PWS and our portfolios managers. During the seminar we cover off topics such as: investment performance, market trends, and a wide variety of topics which may relate to an investment outcome. Questions and discussions are encouraged at these events which make them interactive and engaging for the audiences.
Held at various locations throughout the Northwest, they regularly attract upwards of 100 attendees. This communication cements the relationship between all concerned, and in our experience has aided in client retention and is a valuable tool for an adviser.
Traditionally these seminars tend to be held in London, and are the preserve of investors with a certain level of investment. This isn’t the case for a PWS Investor, they are open to all, The portfolios managers have told us they enjoy getting out of the City, to experience the Northwest and appreciate the views from advisers and clients alike.
The Next PWS seminar is taking place on Thursday 6th December, 4pm – 6pm at Barton Grange Hotel, Preston. Click here for more information about the seminar and to book your place.
Please note that Pennine Wealth Solutions is only accessible via your Financial Adviser. If you would like more information, please call 0844 770 7721 or contact Sean Fisher on 07583 241668 or e-mail