with Kevin Spiteri from Spiteri Wealth Mangement who will talk about ‘Helping to Maximise Value through Proper Financial Planning’
The MBN UK members meeting takes place on February Tuesday 25th between 6.30pm – 8.30 in The Trafalgar Room at the Institute of Directors, 116 Pall Mall, London SW1Y 5ED.
We are delighted to welcome Kevin Spiteri of Spiteri Wealth Management (https://partnership.sjp.co.uk/partner/kevinspiteri) an Associate Partner Practice of St. James’s Place Wealth Management*, a new MBN member and our guest speaker for the evening. He will be joined by Gavin McGhee.
Kevin Spiteri will talk to us about how he is helping to maximise value through proper financial planning, covering areas such as tax efficient planning for business owners and individuals, including what to expect in 2020 and approaches for investment planning.
Kevin has over 19 years financial planning experience and frequently works with other specialists to implement tailored wealth management solutions based on clients’ individual needs and requirements. His bespoke approach places his client firmly at the centre of the financial planning process, leaving them with more time to concentrate on the things that they do best or enjoy, secure in the knowledge that they are being well advised and looked after.
Gavin McGhee joined St. James’s Place Wealth Management in 2001, working as part of the Investment Management Division supporting the Partnership and their clients to maximise the benefits of our distinctive approach to investment management. Throughout his career at St. James’s Place, Gavin has been recognised as a highly experienced and business focussed Investment Specialist providing technical expertise and consultancy skills to leading Wealth Management businesses in the UK and Asia. Recognised as being able to convey complex ideas and concepts clearly and succinctly, he is highly valued for his seminar speaking and one-to-one meetings both in the UK and overseas.
Invitations are being sent to all members and online registration is required to attend.
Guests are also welcome. Please note that guests must either be invited or accompanied by a named MBN member. If you wish to attend but do not know any MBN members, kindly contact us at email@example.com.
Guests may be asked for a photo ID for security purposes.
Dress Code: Business/Smart
*The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.