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CMI to run investment seminars

Clerical Medical International is running a series of seminars for IFAs aimed at providing advice and assistance in dealing with wealthy clients.

The life office says its roadshows highlight a significant business opportunity for IFAs because of the increasing number of UK millionaires each year.

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

They begin on September 10 at Gleneagles, Scotland and then stopping at Leeds, Manchester, Birmingham, Bristol, London and Gatwick Airport wind up on September 19.

CMI marketing manager international markets Rod Macdonald says: “Investment advice to high net worth clients represents a significant business opportunity for financial advisers. 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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