Exeter roundtable with FE Investments
Join FE Investments for a private dining lunch in Exeter.
Join FE Investments for a private dining event in Exeter.
Hear from our experts as they discuss key themes affecting financial advisers, including geopolitics and financial markets, and how you can use technology to create business efficiencies, as well as a practical demonstration of how to get the most out of the recent integration between FE Analytics and FE CashCalc.
With an emphasis on risk and risk avoidance over the coming years, Ed Margot, Head of Client Investment Strategy at FE Investments, will address his opinions on the year's geopolitics and its effect on financial markets.
Steve Mitchell, Head of Adviser Product Strategy, will give his insights into what the future of a tech-enabled advice firm looks like.
Account Manager, Jodie Davis, will demonstrate some of the cutting-edge functionality of the recently released integration between FE Analytics and FE CashCalc.
12:00 Arrival and registration
12:30 Lunch and presentations from our experts
Courtyard Exeter Sandy Park, Sandy Park Way, Exeter, England, United Kingdom, EX2 7TY
Wednesday 4 October 2023 | 12:00 - 14:00 BST