Wealth Management Webinars

Providing Wealth Management services to clients, accountants and tax professionals. Total support for your practice.

Financial Planning Support

1 hour session

Slides, Notes & Recordings Available

Topic When Time Speaker
Making Wealth Management Work For You 23 April  2018  11:00am – 12:00pm Darrell Stone
Options for company profit extraction – wealth management and accountancy services dovetailing 19 June 2018 11:00am – 12:00pm Mark Devlin
Advisory Services: Making Wealth Management Work For You 26 November 2018 11:00am – 12:00pm Darrell Stone

Very useful for small businesses/practices like the one I work for. Good to benchmark oneself against similar practices and to find out we’re not so bad after all. I’ve taken away some amazing information and my confidence has increased.

Inga Van Den Broek, Stephen Mayled & Associates

We have used this product for years, saving innumerable hours as a result. Virtually every document we could ever need seems to be included and yet each new version has more useful additions. Such a modest investment cannot fail to represent value for money.

Graham Smith, Cunningtons

Excellent way of keeping ahead of the very-fast-changing face of the accountancy and taxation profession. Hard to imagine keeping on top of the changes without this.

Stephen Bargh, William Duncan & Co (Ayr)

Another great CPD webinar from 2020!

Richard Molloy, Cunningtons ,  Cunningtons

We have been using the new business kit for 2 years now. A glossy, paperback book is much more professional and valued than the PDF documents we used to supply and is a great way of differentiating ourselves from other accountants. The service itself is slick and involves very little input from ourselves.

Andrew Steele, 360 Chartered Accountants

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