2019 is a pivotal year for the financial services industry, with advisers and investment managers alike having to deal with a more difficult backdrop.
The 2019 national Adviser Roadshows aim to give you the power to tackle the ‘elephants in the room’, including greater scrutiny on adviser fees and value, where returns will come from now that the FANG stocks are in trouble, as well as how to create a sustainable income in retirement.
Synaptic will be exhibiting at each event to discuss our full suitability solution to meet these key challenges. Please join our team to find out more about our ambitious investment and software development program to meet the challenge of providing MiFID compliant ex-ante and ex-post research and due diligence.
We will be showcasing the following solutions…
- Synaptic Comparator - allowing advisers to make accurate R.I.Y. calculations from platform, product, fund share class and adviser charges
- Synaptic Modeller - a goal based financial-planning tool that projects investment outcomes using the Moody’s stochastic engine
- Synaptic Analyser - a cash-flow and retirement modelling tool
- Synaptic Risk Ratings - a reliable measure of investment risk, as opposed to the more common qualitative risk ratings.
Contact us to pre-book a discussion at your chosen Quilter roadshow, or visit us on the day. We look forward to seeing you.
Register for a Quilter Cheviot 2019 Adviser Roadshow here
22nd January - Southampton, Ageas Bowl (moved from Botley Park)
23rd January - Colchester, Colchester United Football Club
24th January - Maidstone, Tudor Park Marriott Hotel & Country Club
29th January - Aberdeen, Marcliffe Hotel
30th January - Edinburgh, The Balmoral
31st January - Glasgow, Blythswood Hotel
5th February - Manchester, The Mere Golf Resort & Spa
6th February - Liverpool, Liverpool Cathedral
7th February - Harrogate, Rudding Park
12th February - Leicester, Prestwold Hall
13th February - Birmingham, National Conference Centre
14th February - Oxford, De Vere Oxford Thames
26th February - London, Quilter Cheviot HQ
27th February - Bristol, Leigh Court
28th February - Wales, The Vale Resort
5th March - Belfast, Culloden Estate and Spa
6th March - Dublin, InterContinental Hotel Dublin
12th March - Epsom, Epsom Downs Racecourse