Remind Me
Testimonials
Testimonials for the 2012 fund5live roadshow
Newcastle
"Well organised, professional event"
Nick Straker, Director, Lycetts
"Good diversity and very thought-provoking"
Stuart Miles, Principal, Financialsmiles
"Excellent, good quality speakers, relevant topics - very useful"
Tom Ryan, Account Manager, Scottish Widows
"Very interesting day"
Angus Makepeace, IFA, Hadrian Financial Services Ltd
"A very useful and informative morning"
Peter West, Director, Three Counties Ltd
Manchester
"A fantastic event to gain experience and knowledge of funds and firms and credits towards CPD"
Lee Hughes, Principle, Invest Protect Insure
"A high quality thought provoking event, I am glad pleased that I made the effort to attend."
David Stuart McGurk, IFA, TWPFS ltd
"Very useful CPD elements. Will come again"
Tom McCormick, Financial Adviser, Invest Protect Insure
"The event was well organised and the pre-event admin was excellent"
Joe O'Connor, Managing Director, 3D Financial Management Ltd
"Accomplished technical speakers, well worth attending"
Peter Prydderch, Principal, Prydderch Planning Limited
Cambridge
"Excellent blend of companies"
Tom Sparke, Investment Fund Analyst, Gibbs Denley
"Very professional event with some excellent fund managers' presentations"
Paul Burniston, IFA ,Cranbourne Financial
"Very good event with excellent speakers and keynote speaker"
Richard Neale, IFA, Wigmore Associates
"A very well presented investment roadshow"
Alan Shackcloth, Adviser, A.G. Shackcloth & Co
"Very informative and well balanced conference covering most asset classes"
David Pearl, Managing Director, Carter Pearl Limited
"Very informative, well presented with high quality speakers"
Edward Ross-Hurst, IFA, Finansec Consulting Limited
"An excellent, well run event"
Nick Turner, Director, Omega Consulting Ltd
London
"Great morning"
Hugo Cannon, Financial Adviser, Heritable Financial Planning
"Very useful, well run event"
David Inman, Chantler Kent Investments
"High level of presentations"
Norman Freethy, Owner, ND Freethy Consultants & Actuaries
Birmingham
"Worthwhile and meaningful"
Rod Franklin, IFA, Personal Touch Financial Solutions
"Well organised and thought provoking presentations"
Paul Glover, Chief Investment Manager, NFU Mutual
"Good mix of managers"
Dawn Elkington, Financial Consultant, Ellis Bates Financial Solutions
"Excellent roadshow, probably the best I have attended"
John Webb, Director, Midland Independent
"Good, convenient venue"
Gavin Mackay, IFA, Clarke Fencott LLP
"Overall very good roadshow and well run at a good venue. Well done."
Colin Rodger, Director, Alexander Sloan Financial Planning
Bristol
"Very informative - The best roadshow available"
Paul Thomas, IFA, One-to-One Independent Ltd
"My first fund5live - excellent programme - thank you"
Andrew King, IFA, Morgans Ltd
"Very satisfied again"
Don Craven, IFA, Positive Solutions
"A quality event, well organised and informative"
Jan Bishop, IFA, Grosvenor Consultancy Ltd
"Again a useful informative event"
Simon Strapp, IFA, Groundwell
Delegates who attended the 2011 roadshow discovered:
- All their business opportunities to make their business thrive
- What they should be taking to their meetings with clients to help them be prepared and sell better
- How they could be making more money
- How to turn customers into long term clients
- The latest developments in the market in order to be ahead of competition
- The right questions to ask clients in order to understand their needs
- How to keep on top of changes in legislation and investment markets
- How to relay information to their clients in a timely fashion
"Very succinct and coherent presentation. A good use of a morning."
Alan Keegan, Harris Investment Managers
"Excellent roadshow, quality speakers with no weak links."
John Scott, J Scott Financial Services
"A well diversified seminar with differing views. Well worth taking the time out to attend."
Kelman Chambers, GS Financial Services
"Refreshing that speakers ran on time and overall a very professional meeting."
Rosemary Hunter, Positive Solutions
For your reference, we have also listed a few comments from delegates at some of our previous events below:
"Excellent event and venue where professionals can get together and share experiences and hear key themes."
Alison Mungo, Mouchel Limited
"I thought the range of asset classes covered was excellent and the quality of the speakers extremely good."
Paula Forecast, Singer & Friedlander
"As ever, It was very well organised - a good range of topics from the managers and they all showed adaptability in their presentations to take into account the changing market conditions. Thank you very much for the invitation."
Jeremy Ford, Warwich Butchart Associates
"The event was very well organised. The contents were, on the whole, appropriate for the delegates attending. It is a wonderful platform for members of the industry to gather together and network. Well done!"
Danny Tsang, K&L Gates
"Your event improves year on year, well done."
Gordon Blum, Alexander Forbes Financial Services
"Well organised, good location."
Ian Canolin, Relam
"Well worth attending and heard good feedback from other attendees as well."
Carolyn Ray, BAE Systems
"Opportunity to meet with sponsors good - keeps abreast of what's in market. Also chance to network with peers - working in-house one doesn’t get so many opportunities to do that."
Gail Chorley, BP
"Overall an excellent event."
Paul Venning, Venning Thorn Inc.
"Overall, the seminars were excellent in choice of subject matter, and the show was of benefit to both myself and my two colleagues."
David Marsh, ReSource
"Great conference, great location, lots of interesting and relevant talks."
Mary Parsons, Rabobank International
"Always a pleasure to attend and everything worked like a well oiled machine from my perspective. Thanks."
James McGuire, UBS
