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Investor seminar content

Our investment seminars will offer you the chance to understand Close Wealth Management, our approach to investment and whether we can provide the service you want.

We offer a programme of seminars across the UK, usually giving you the option to attend in the morning, afternoon or evening. Attendance is free of charge and without obligation, however because of the nature of our services, the minimum amount we recommend for investment is £25,000 as our services will not be relevant for capital amounts below this. If having attended you decide not to proceed, after receiving your feedback, we will not contact you again.

We invite you to attend with your spouse/ partner / family member. Click here to book your place.

 

A typical seminar will be as follows:

10:30-11:00	Refreshments and an opportunity to speak to our Finance Speaker and Investment Advisers
11:00-12:00	Investment presentation, with an opportunity for questions
12:00-12:30	Refreshments and an opportunity to speak to our Finance Speaker and Investment Advisers

 

A background to Close Wealth Management

Discretionary, balanced portfolio management service

A comparison to IFAs and Stockbroker services

A look at the performance of stock pickers

A detailed case study - comparing the differences had we managed the investments

Close investment process - looking at asset allocation and the basis of our investment management activities

Performance track record

The uses of tax planning tools including: Pensions (SIPP's), Inheritance Tax, Trusts, Offshore Bond

Close Wealth service and fees