FOR PROFESSIONAL ADVISERS ONLY
EVENT: How to create sustainable value in your business
We’re excited to invite financial advisers across the South West and South Wales (with more venues coming soon) to our exclusive event series focused on creating long-term, sustainable value in your business.
Creating value in your business isn’t a conversation reserved only for those looking to sell
Whether you’re thinking about succession planning, exploring Employee Ownership Trusts, or looking to retain and grow your firm, creating value is essential for every business.
Join Casterbridge, Parmenion, and The Flower Group for an exclusive series of events and discover how to leverage your Centralised Investment Process (CIP) with Casterbridge’s discretionary expertise, harness efficiencies through Parmenion’s market-leading platform and ESG capabilities, and gain strategic insights from The Flower Group to future-proof and drive value in your business.
Speakers:
Kim Campbell – Commercial Director, Parmenion
Gordon Flower – CEO, The Flower Group
Matt Cheek – Managing Director, Casterbridge
We are holding four events on Wednesday 15th and Thursday 16th October in Plymouth, Exeter, Swansea and Cardiff, please use the registration buttons below to select the venue and time that best suits you:
The seminar provides 1.5hr of CPD.
Important Information
This article is for information only and does not constitute advice or recommendation and you should not make any investment decisions based on it. The views and opinions of this article are those of Casterbridge at the time of writing and may change without notice. Any opinions should not be viewed as indicating any guarantee of return from investments managed by Casterbridge nor as advice of any nature. It is important to remember that past performance and the value of an investment, and any income from it, may go down as well as up and the investor may not get back the original amount invested.