Archive for the ‘Latest Events’ Category

EVENT: Understanding Auto-enrolment - 24th April 2013

We were delighted to host an Afternoon Briefing on Tuesday April 23rd alongside Keens Shay Keens and Carey Pensions UK. Christine Hallett, Chief Executive Officer of Carey Pensions UK briefed attendees on the exact implications of Auto-Enrolment. Read the rest of this post

Another good afternoon the golf course - 22nd April 2013

The day of the annual Fortitude Golf day dawned dry and bright, if not particularly warm, as clients and professional connections gathered at Collingtree Golf Club for a quick lunch. Actually it turned out to be quicker than planned as the official starter turned up 20 minutes earlier than expected asking for our presence on the tee! Read the rest of this post

EVENT: Avoid undue strain on your PI Cover - 8th February 2013

On March 5th we are delighted to be holding our next Professional Connections Workshop in the series. We are pleased to have secured Stuart Bushell, Legal Affairs Director of SIFA Ltd. Read the rest of this post

Professor Paul Palmer: Step Change in Philanthropy - 23rd November 2012

The Mass Affluent is a segment of the population that has been growing since the 1970s, classed as the highest tier of the mass market. This trend has influenced Starbucks to make the £3 latte an everyday occurrence and supermarkets to introduce organic ranges. The consumer market continues to profit from the Mass Affluent, but where are government and charities going wrong? Why are they failing to engage them to make our society stronger? Read the rest of this post

EVENT: Understanding Legacy: opportunities and structures - 15th October 2012

On November 16th we are delighted to be holding our next Professional Connections Workshop in the series. We are pleased to have secured the esteemed Professor Paul Palmer as a guest speaker. Read the rest of this post

Help us reach £1m for charity! - 13th September 2012

Our very own Tim Davison will be taking part in the 2012 Extra Mile Challenge as part of the HealdWheeled team (a team established by Heald Solicitors in Milton Keynes, who have been great supporters of the event for a number of years). Read the rest of this post

Fortitude golf day - 30th March 2012

We are really excited about the Fortitude Financial Planning golf event being held later today!

A select number of our clients and guests will be joining us at the Collingtree Park Golf Course to enjoy a day of golf and dining. Read the rest of this post

Sell your business and achieve financial independence - 11th January 2012

FREE Seminar 9th February 2012 at MK Dons Stadium

Owner managers, who plan to sell their business in the future for its maximum value need 3-5 years to plan and prepare. Do you know how much your business is worth and is it enough to be financially independent during your retirement? Read the rest of this post