On November 29th, we will be hosting two Brexit Briefs with John Winstanley of Pareto Financial Planning and Ben Gutteridge, head of fund research at Brewin Dolphin, who will outline the potential effects of Berxit on investments. We recently launched an alliance with Pareto Financial Planning to offer financial planning advice to HURST’s business and private clients on a range of matters, including pensions, investments, protection, and employee benefits.
John Winstanley of Pareto Financial Planning became our dedicated Independent Financial Adviser and works alongside us from our offices to offer clients a comprehensive financial planning service.
One aspect of John’s role is to advise on how to maximise wealth which is often achieved through investment. Since the referendum, stock markets have experienced increased volatility, the pound has weakened, and we have just seen a rise in interest rates for the first time in a decade. All this combined leads to uncertainty which does not pair well with investing.
There always have been and always will be risks associated with investments, however, knowing what to look out for will help keep you safe and will give you more confidence to invest in the first place.
During this Brexit Brief, we will be joined by Ben Gutteridge, head of fund research at Brewin Dolphin. Ben holds the Securities Institute Diploma and is currently responsible for US, Emerging Market and Global collective investment recommendations along with alternative and structured investments.
During the two sessions we will be hosting, Ben will discuss the multiple Brexit scenarios that may yet play out, and how each outcome might impact investment markets.
John, who advises clients on all areas of financial planning, with a particular emphasis on investment planning, will also be giving guidance on best-practice when it comes t keeping your investments secure. From diversifying portfolios, to regularly rebalancing, John will offer practical advice on how to protect your wealth and take advantage of any opportunities which arise as a result of the uncertainty the UK is currently faced with.
The lunchtime session will take place between 12.00pm and 2.30pm at Lancashire County Cricket Club and the dinner session will take place between 5.00pm and 7.30pm in central Manchester (venue TBA).
*Warning: The value of your investment may go down as well as up. You may not get back what you invest.