Tunbridge Wells investment firm Brooks Macdonald is to hold an ‘Adviser Academy’ in Kent.
Staff from the Mount Ephraim-based company will attend the free event at Leeds Castle, near Maidstone, on May 17, which is open to
financial advisers.
The ‘Continuing Professional Development’ academy will bring together a range of speakers to focus on topics such as time, efficiency and regulation.
Speakers include: Edward Park, Director, Investment Committee, at Brooks Macdonald, Nigel Barker-Smith and Justin King, owners of small but profitable planning firms, and representatives from multinational bank
JP Morgan.
The format of the academy is shaped by advice based on comments and feedback received from more than 500 attendees of previous academies.
Brooks Macdonald had £11.7billion in funds under management as of December 31, and also has offices in London and Manchester.
The Leeds Castle event is one of several the firm has planned around the country.
Pam Beith, Head of the Tunbridge Wells office, said: “After the success of last year’s academies, with our highest attendance rates ever, we are pleased to announce our 2018 academy taking place at Leeds Castle.”
