Thor Holt, Banchory
We are dedicated to helping clients gain insights and comfort with their financial affairs and keeping clients engaged is a top priority. We host unique events throughout the year that are educational and entertaining. We hold an annual investment planning seminar to keep our clients up to date with changes to policy and markets, which features prominent keynote speakers from St. James’s Place Wealth Management and professional motivational speakers. We also enjoy hosting client appreciation events throughout the year to show them our gratitude.
If you would like to attend, or for more information, please Contact Julia Catto, Events & Marketing Manager, on 01224 202466 or by email.
Please click below for details on future events.