Investment workshops target IFAs for 2005

Author: By Gareth Vorster
IFAonline | 05 Jan 2005 | 10:00

Categories: Investment

Topics: FundsNetwork

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Fidelity Investments and UK funds platform, FundsNetwork, have partnered to provide 26 workshops around the country targeting independent financial advisers.

The 90-minute workshops entitled Unearthing Hidden Gems, The Opportunities for 2005, will stretch between 25 January and 3 February 2005 and will be co-hosted by regional sales managers from both companies.

The aim of these seminars will be to tell advisers how to ‘find and capitalise’ on investment business through the year, while more specifically tackling the following questions:

  • Which investment strategies will work best in the post-bubble, low inflationary environment of 2005?
  • How have the hot fund sectors and products of 'yesteryear' fared and will asset allocation remain the key challenge going forward?
  • What are the various business strategy options open to advisers?
  • How can advisers unlock maximum value from existing client relationships?
  • The forums will also provide a global stockmarket round-up looking at major investment themes expected for 2005.

    James Bampton, head of intermediary sales at Fidelity Investments, said: "Now that depolarisation is a reality, advisers face a complex environment and consequently, successful practice management is becoming ever more vital. Our popular workshops will help advisers to equip themselves with the best tools to thrive in this testing environment."

    Online bookings for the IFA workshops can be done at www.fidelity.co.uk/adviser/workshops

    Venues and dates of the Fidelity and FundsNetwork IFA workshops:

    London & South East
    Norwich: 25th January, De Vere Dunston Hall Hotel, 2pm for 2.15pm start
    Maldon, Essex: 26th January, Five Lakes Hotel, 9.15am for 9.30am start
    Maidstone: 26th January, Marriott Tudor Park Hotel, 2pm for 2.15pm start.
    Gatwick: 27th January, Copthorne Hotel — Effingham Park, 9.15am for 9.30am start.
    St Albans: 27th January, Sopwell House, 2pm for 2.15pm start.
    Heathrow: 28th January, Renaissance Heathrow Hotel, 9.45am for 10am start.
    Milton Keynes: 28th January, Hilton Milton Keynes, 2pm for 2.15pm start.
    London — City: 1st February, London Stock Exchange Paternoster Square, 9.45am for 10am start.
    London — West End: 2nd February, Meridian Piccadilly Hotel, 9.45am for 10am start.
    South West & Birmingham
    New Forest: 25th January, Rhinefield House Hotel Brockenhurst, 9.15am for 9.30am start.
    Newport: 26th January, Celtic Manor Resort, 9.15am for 9.30am start.
    Swindon: 26th January, Swindon Hilton Hotel, 2pm for 2.15pm start.
    Bristol: 27th January, Leigh Court Conference Centre, 9.15am for 9.30am start.
    Exeter: 27th January, Southgate Hotel Exeter, 2pm for 2.15pm start.
    Birmingham: 28th January, National Motorcycle Museum Bickenhill, Solihull, 10am for 10.15am start.
    Northern England & East Midlands
    Newcastle: 25th January, Newcastle Marriott Hotel Gosforth Park, 8.45am for 9am start.
    Yarm: 25th January, Crathorne Hall Hotel, 1.30pm for 1.45pm start.
    Harrogate: 26th January, Rudding Park, 8.45am for 9am start.
    Bolton: 26th January, De Vere Whites, The Reebok Stadium, 4pm for 4.15pm start.
    Chester: 27th January, De Vere Carden Park, 9am for 9.15am start.
    Manchester: 27th January, Mere Golf & Country Club, Mere Knutsford, 1.30pm for 1.45pm start.
    East Midlands: 28th January, The Priest House Hotel, Kings Mills, Castle Donnington, 9am for 9.15am start.
    Scotland & Northern Ireland
    Belfast: 25th January, The Culloden Hotel, 9.15am for 9.30am start.
    Glasgow: 26th January, The Glasgow Hilton, 9.15am for 9.30am start.
    Aberdeen: 27th January, The Marcliffe at Pitfodels Hotel, 9.15am for 9.30am start.
    Edinburgh: 28th January, The Caledonian Hilton Hotel, 9.15am for 9.30am start.
    IFAonline

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