WHAT TO EXPECT?
Money Matters: Make It, Grow It, Share It will take place in Jesmond Dene House Hotel’s striking Great Hall, where attendees will hear from a range of financial and business experts operating in the North East and beyond. Among the topics for discussion on the day will be how best to grow and scale-up a business, how to manage personal and business wealth and how to develop and implement a successful succession plan. In addition, there will be information about funding and professional services support, as well as networking opportunities with business leaders and influencers from across the region.
Event will start in
PROGRAMME AT A GLANCE
Arrival lunch and refreshments
Welcome from North East Times
Michael Vassallo, Head of North East Office, Maven Capital
Paul Lancaster, Plan Digital UK
Andrew Shirley, Head of Rural Research & Wealth Report Editor, Knight Frank LLP
Bill Lynn, Director – Capital Markets, Lambert Smith Hampton
Gary Fawcett, Divisional Director, Brewin Dolphin
Lucy Armstrong, Chief Executive, The Alchemists
Rob Williamson, Chief Executive, Community Foundation Tyne & Wear and Northumberland
Michelle Chambers, Financial Planner, Brewin Dolphin
“Brewin Dolphin are delighted to be involved with the Money Matters event as main sponsor. The strapline, ‘Make it, Grow it, Share it’ is very much in line with our philosophy, and reflects our aim of supporting and advising our clients at all life stages to ensure their continued financial well-being.
“As one of the largest independently owned wealth managers in the UK, we are supported by award-winning investment research, and yet with a regional presence we are still able to deliver on our commitment to exceptional personal attention, and to developing sound strategies that reflect people’s unique circumstances.
“We look forward to the Money Matters event on September 21, where we’ll be on hand to explain more about our offering.”
William Baker Baker, Head of Office at Brewin Dolphin Newcastle
WHO SHOULD ATTEND?
A must attend event for any business owner or senior executive. Leading experts will offer topical and informed advice about business growth, funding, wealth management, tax and charitable giving.