Chartered Connections - Meet the Experts

Session 1: Investment Themes and Portfolio Positioning for The Year Ahead

Learning Objectives:

• The impact of political uncertainty on investment strategies
• How to invest in a rising interest rate environment
• Where to find value with stock markets at record levels
• The danger of investing based on past performance

Speaker: Ben Willis, Head of Research – Whitechurch Securities, Wealth Managers

Session 2: Budget Review 2017

Learning Objectives:

• To understand the key announcements made in the Chancellors’ Budget
• To be able to apply relevant taxation changes to client scenarios
• The danger of investing based on past performance

Speaker: Zena Hanks, Saffery Champness, Tax Director

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