Wednesday 17th February at 8:30am

Join our partners Wealthiher with the next in our Breakfast series : Assisting Journeys and Financial Tips.

Tracy joined Tilney as an Investment Director at the end of 2018 and has 30 years’ experience in the financial services industry; predominately with high profile Private Banks  who will be in conversation with  Ann-Marie Atkins is Tilney’s managing partner for financial planning in the North West & Zoe is a Chartered Financial Planner who specialises in expert advice to owner managed businesses, divorcing persons and claimants of Personal Injury and Clinical Negligence (PI&CN).

Tracy will be discussing with Ann & Zoe how they have helped their entrepreneur clients over the past year, assisting them overcome challenges and some top tips for keeping in good financial shape, particularly as we approach the end of the tax year

With a client appearance from Charlotte Broadbent – from Charlotte Loves.Ltd Charlotte is a TV Presenter and Fashion Lecturer, 22 years in the fashion and beauty industry. Ex-HELLO! Mag Fashion and beauty Director. She specialises in corporate dressing with an approach which allows women and men to reach their full potential through heightened confidence and a powerful strength to thrive in fast paced business environments, change and uncertainty

Join us for a morning of insightful information with  you chance to ask the questions as well.

Join via Zoom