Forthcoming events

RO5 (Financial Protection) Pre Exam Training, Wednesday 26th March 2025
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 26 Mar 9:30 am – 4:30 pm
Online

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
Wed 26 Mar. 2025 10:00 am
Quilter Cheviot Southampton Office

AI: a diversity and inclusion ticking time-bomb
Thu 27 Mar. 2025 12:00 pm
Online

Kent Annual Conference 2025 - Growing in a world of opportunities
Tue 1 Apr. 2025 8:45 am
Kent Showground, Events Centre, The Clive Emson Building, Maidstone
BOOKING CLOSED

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Annual Dinner 2025
Come and join us at our Annual Dinner and Awards night.
Friday 10th October 2025, 6pm until Midnight, Novotel Southampton
More details will follow, so keep an eye on your emails on costs and how to book your place.
Thu 20 Mar. 2025

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 7: Module 12: Trustee Duties & Incapacitated Client.
Tue 25 Mar 10:00 am – 4:00 pm
Quilter Cheviot Southampton Office