Webinar Recording: How to protect your investments for your family and those you love.
In this webinar, take a look under the bonnet of the investment process – explaining how we research, measure performance and monitor investment funds.
Following our last webinar when Joe O’Brien provided advice on Business Protection, Joe will be taking a look at Personal Protection. Joe will outline the options available, depending on your individual needs and aspirations.
Finally, Andrew Alexander will be back with a round up on the financial markets.
Topics in this webinar include:
- how we construct and maintain client portfolios
- personal protection – how it can provide peace of mind and the different types of policies available
- a financial market update including the effects on the technology and clean energy sectors