27 local Solicitors and Accountants attended our Lunch Presentation on Post RDR regarding the recent decisions by the SRA and the ICAEW concerning referrals to advisers following the FSA’s Retail Distribution Review (RDR). GQ Wealth Management were delighted to have guest speaker Tony Dunk, Marketing Director of St. James’s Place, presenting and answering questions on this subject. The event was a huge success with many guests asking for follow up appointments. Below are some of the comments from the feedback forms:-
“Great presentation and thank you to Julie for arranging things at the last minute!”
Bernard Flanagan, Longmores Solicitors
“Very informative & well organised event”
Salvatore Amico, Attwaters Jameson Hill Solicitors
“I have only met Philip and Leigh recently but they have been extremely warm and welcoming and have provided a great service to our clients that they have been in touch with”
Solicitor
“Useful & timely presentation following relevant changes”
Richard Horwood, Longmores Solicitors
“Over the last 20 years Philip has provided excellent advice for myself and my clients.”
Accountant
“Extremely impressed with approach/passion for client care”
Will Thomas, Nockolds Solicitors
“Philip is excellent with clients”
Peter King, Nockolds Solicitors
“I have recently worked with some of Philip’s clients & they have all given fantastic feedback & have been full of praise. I am very comfortable & confident referring my clients to GQWM”
Solicitor
