Risk profiling assessment & Investment selection due diligence

We were delighted to welcome Jamie Farquhar,Director of Business Development at Square Mile Investment Consulting & Research Limited, for our PFS event held in Watford.

Jamie enagaged well with the audience in an interactive and interesting seminar.

The session included looking at suitability from a number of angles, covering Attitude to Risk tools, funds research, governance and oversight and portfolio construction. The presentations were highly informative and well received by the delegates.

We received some excellent feedback - Here is a selection:-

Excellent speaker who made a difficult subject very interesting;

I felt that it was useful and thought provoking;

Up to the usual high standard that we have come to expect;

I enjoyed the event very much. Jamie was an engaging speaker around a topic that, in less capable hands, could have been very dry.