South Wales welcomed a strong crowd of both members and non- members at Brewin Dolphin's Cardiff office to witness an eclectic and relevant line up of speakers in June.
Firstly, Jonathan Raymond of Vestra Wealth, provided a market update. Jonathan Hughes from the Welsh Assembly then covered schemes available to provide support and growth opportunities for businesses in Wales and the funding available.
Schemes included workplace development programmes and funded apprenticeships and links with Glamorgan University's new Foundation degree in Finance (Financial Planning) to help attract high calibre new entrants to the profession.
Finally, Michelle Hoskin from Standards International shared her operational best practice tips for all Financial Planning firms, to ensure that they are not left behind in the RDR shakeup. All sessions gained excellent feedback from delegates.
Branch member Gemma Davies CFPCM said: "Our next meeting is 13 November, with Martin Vaughan CFPCM of Paragon Paraplanning and IFP member number one Paul Etheridge FIFP, CFPCM. We're debating the value of having Paraplanners in a Financial Planning business and how to add value to your business.
"Do come and join us - especially Paraplanners who will be able to witness Martin's very entertaining and valuable session."
