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Seminar presenters

We have a team of dedicated specialist investment lecturers who deliver the finance seminar to 800 events across the UK each year, including lectures provided to employers for their leavers and for individual investors attending our investment seminars.

At Close Wealth our investment seminars are presented by professionals who provide investment advice to clients, or who have an investment advice background but now concentrate on presenting full-time.

Our quality assurance processes ensure that all lecturers maintain their technical competence on what are highly technical matters in a regulated industry. All of our financial lecturers are provided with the same technical information, training and support given to our Investment Advisers and all have regular information from and access to our own in-house Investment Management Team.