Professional Briefing

What. A. Morning.

We welcomed professionals from the Essex area at the Ivy Hill Hotel in Margaretting, Chelmsford who were joining us for a spot of breakfast, networking and an opportunity to make Financial Planning (and Investing) a little easier to swallow.

Not only did we have to compete with Storm Doris (feisty thing that she is), the technology Gods were not looking down on us.

Luckily with Paul being the seasoned speaker that he is, he cut his way through this morning’s topic with ease and I think we can all agree, great humour.

Thankfully the laptop decided to function as required, so we were back on track to discuss:

 

– Happiness

 

– Investment Principles & Practices 

 

– Sound’s own Investment Philosophy.

 

Just to touch on this, our Investment Philosophy is available to you should you be further interested in the matter. Please ask us.

We finished by discussing our Ideal Client info-card which we would greatly appreciate any feedback on, to enable us to develop this further.

Once again to those who joined us this morning, it is always a pleasure to see you there and we look forward to welcoming you to our next Briefing (Tuesday, 19th September 2017).

Anna

 

P.S congratulations to Susan Young from Birketts for winning the Business Card Prize Draw!