In addition to our usual speakers Gavin McGhee and Angus Houston, Lee Devonald, principal at Liberty Wealth Management welcomed guest speakers Doug Kirby and Nigel Parker from Rowan Dartington. Doug and Nigel ably took us through the range of stockbroking services offered by Rowan Dartington a company that St.James’s Place purchased in 2016. Gavin from the St.James’s Place Asset Management Team gave us a market up-date whilst Angus from Pavillion Row reminded us how im[portant a well written will is when it comes to inheritance tax planning.
The event was very well attended and gave guests, clients and their friends an opportunity to chat with Lee and the team.
The next Hyland’s House event is scheduled for Wednesday 10th October