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Clerical Intl shows focus on advice to the wealthy

Clerical Medical International is running a series of seminars for IFAs on advice and assistance to wealthy clients.

The firm says its roadshows highlight a significant business opportunity for IFAs because of the rising number of UK millionaires.

CMI says the needs of wealthier investors are often different from the average client. They need financial planning to avoid liabilities such as inheritance tax, sophisticated investment solutions which may go beyond the norm and often require continuing quality investment advice.

Speakers at the events include experts in financial planning and investment from CMI and guest speakers from Fidelity International and Close Brothers.

The events start on September 10 at Gleneagles, Scotland then in Leeds, Manchester, Birmingham, Bristol, London and ending at Gatwick Airport on September 19.

Attendance is free for IFAs and the seminars are expected to run no longer than half a day.

CMI marketing manager international markets Rod Macdonald says: “The seminars will focus on sophisticated investment and financial planning solutions tailored to meet the needs of this sector of the market.”


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