Marlow Professionals Club - virtual

We are delighted to be running our next Professionals Club as a virtual event

You are invited to our next event on Tuesday 30th June 2020

Please make a diary note. Why not invite a colleague?

We meet at: This is a virtual meeting, due to the current climate.  You will be sent a Zoom link to participate.

From: 8.00am until 9.30am 

When: Tuesday 30th June

Cost: FREE to members - Please register your interest here . Non-members £5 . 

 

The Professionals Club has a focus of bringing local professional people together from all industry sectors. The meeting will help to support local business collaboration and gain answers to your business questions, whilst increasing your local presence.

Lorraine Sellwood, Business Development Director & Chartered Financial Planner  at Eight Wealth Management and Lucy Wood of BP Collins Solicitors established the Professionals Club. Given their professional background as a Financial Advisor and an Estate Planning Solicitor, they aim to support the attendees of this group with their knowledge and expertise in these areas.

Format:

This will be an OPEN meeting to all.

  • Welcome and Vision for the Gold Club (8:00am)
  • Speakers
  • Relevant industry news
  • 60 seconds
  • Ask the expert – Q and A
  • Meeting close – local event promotion (9:15am, with open networking until 9:30am)

Speakers

Lorraine Sellwood - Eight Wealth Management 

Lorraine will be providing a financial update about investing in these times and potential opportunities.

 
Lucy wood - BP Collins
 
Lucy will provide a short presentation on making a Will and power of attorney during lockdown and moving forwards into the “new normal”, including how to give instructions during lockdown, how to witness documents whilst maintaining social distance, the challenges people are facing and the importance of having both documents in place.
 
Fiona Brownfoot & Freddie Little - Hicks Baker
 
Freddie will be talking about the investment market and the opportunities that it might present for those with a SIPP or SAPP. Fiona will be discussing the retail market and the impact and changes that have resulted from the pandemic.
 
About our Speakers
 
Lorraine Sellwood has worked in financial services for over 13 years and provides a wide range of wealth management services to both individuals and businesses in London and the surrounding Home Counties. She provides advice across all areas of wealth management, including: retirement planning, long term care, wealth protection, inheritance tax planning, investment planning, mortgages and corporate planning.  The success of Lorraine's practice is based on maintaining a long-term relationship with her clients, providing them with a source of trusted advice as their financial needs evolve over the years.

Lucy Wood, a partner at B P Collins LLP and experienced private client [bpcollins.co.uk] specialist, works with clients at all stages of their life, starting out, established families, senior years and later life, and is able to identify likely issues that could be on their agenda (or should be) and work proactively with them to ensure they have well rounded advice. Lucy is able to provide support and advice in a clear, straightforward manner. Having been recognised for the her experience and the high standard of service she provides by Legal 500, the clients guide to the best law firm and lawyers in the UK,  Lucy was also awarded Lawyer of the Year 2018 by the Bucks, Berks and Oxon Law Society.  Lucy is also a trustee for Heart of Bucks, the community foundation for Buckinghamshire. 

Fiona Brownfoot is a director at Hicks Baker, commercial property consultants for owners and occupiers to make the most of their property, minimise costs and meet objectives. Fiona is dedicated to the retail and leisure market.  Her expertise is wide ranging from development advice to disposals for a variety of landlord clients from substantial fund management organisations to individual private investors and acquisitions for retailers.

What to expect at our Gold Club:

  • Opportunity to network with other local business people
  • Raise your own local business profile
  • Receive support
  • Ask questions from expert advisors (in both the legal and financial sectors)
  • Keep up-to-date with trends, new legal and financial legislation, and learn tips from other members

If you would like more information about this event or The Professionals Club please contact: Lorraine Sellwood: Lorraine.sellwood@sjpp.co.uk

We look forward to seeing you there!

Event Properties

Event Date 8:00 am 30-Jun-20
Event End Date 9:30 am 30-Jun-20
Capacity Unlimited
Cut off date 9:00 am 30-Jun-20
Individual Price £5
We are no longer accepting registration for this event