Our valued clients enjoyed a luxury afternoon buffet at OceanKave is in a truly spectacular setting with exquisite panoramic views of the ocean, Lundy Island and beyond in an Area of Outstanding Natural Beauty.
Our speaker, Dan Looney is a member of the Investment Management team at St. James's Place Wealth Management and he is incredibly knowledgeable on all aspects of our Investment Management proposition.
Other speakers who enhanced our event:
Neil Marke, Partner at RT Marke & Co. Ltd Chartered Accountants and Business Advisers offered his breadth of knowledge to provide the highest quality business development and profit improvement advice to our most ambitious clients. Including advice on Business Relief, Lifetime Gifts, property ownership as an individual.
Clive Smale, Senior Partner at Peter Peter & Wright Solicitors who shared his wide range of experience as a private client solicitor with a particular emphasis on Wills & tax planning. He is also head of the firm's Probate and Trust Department.