We’ve teamed up with Mazars, an award-winning financial planning firm to bring you a great podcast, followed by an exclusive event.
Our focus: Generational gifting – a cornerstone for securing your family’s future.
Family dynamics and wealth management can be complex, but with the right guidance and foresight, you can build a legacy that lasts.
Joining our Client Experience Director, Fiona Curnow, are three leading experts: Penny Wright and Lucy Savage from Gardner Leader, along with Nicholas Hamilton, Director at Mazars.
Tune into the full podcasts here:
Podcast 1:
Podcast 2: