A series of events for advisers to learn how to help clients who are moving abroad
by Alexander Beard, on Apr 25, 2014 10:56:44 AM
Alexander Beard are delighted to announce a series of four seminars at various locations during June, designed to help fellow financial advisers and financial planners to realise the opportunities to advise clients who are emigrating in areas such as QROPS.
Whilst traditionally it has been difficult for advisers to get involved in these areas due to various regulatory requirements, opportunities do exist to provide valuable guidance to clients who have decided to move abroad.
Across four dates and locations, we will explain how we work with advisers to help their clients in flexible ways; ways which see you maintain your client relationship and sees the client get the best possible financial advice for their move abroad.
‘I was very happy with the service Alexander Beard provided and, more importantly, my client was very happy with the outcome. Philip of Alexander Beard was very professional, open and honest, in his dealings with the clients in a way which made both myself and the client feel extremely comfortable. I would be very happy to use their services again and would recommend them to any advisers with clients who are moving abroad or who already live abroad but have UK pensions.’
- Suzanne Campbell, Independent Financial Adviser, Bevan Charles Ltd.
Our strength lies not only in the many years relevant experience within our dedicated UK team, but also that we are unique amongst UK based advisory businesses in having locally regulated offices in Australia, New Zealand, South Africa and California for completing transfers and advice in these countries, ensuring both that your client is properly advised once they have completed their move and providing continuity of service.
Seminars are running at the following locations on the dates specified:
Monday 2nd June: Holiday Inn Filton, Bristol - Filton Road, Bristol BS16 1QK
Tuesday 3rd June: Thistle Marble Arch, London – Bryanston Street, Marble Arch, London W1H 7EH
Wednesday 4th June: Novotel, Leeds Centre – 4 Whitehall, Whitehall Quay, Leeds LS1 4HR
Thursday 5th June: Hallmark Hotel, Manchester – nr Manchester Airport, Stanley Road, Handforth, Manchester, Cheshire SK9 3LD
Registration 09:30 - 10:00
Presentations 10:00 - 12:00
Lunch 12:00 - 13:00
Speaking at the events will be Philip Teague, Director of our Expat and Emigration business, as well as a guest slot by the Managing Director of our Australian business, Stewart Ruppert.
When a client decides to move abroad, there’s still a lot you can do to help them in their financial planning: don’t miss out on the opportunity!
Click here to register for any of the above events.