Wealth Management Investor Forum - registration
Learn how to make your money work harder in 2024.
Important information - the value of investments and the income from them can go down as well as up, so you may get back less than you invest.
You’re invited
We’re delighted to invite you to our forthcoming Wealth Management Investor Forum.
Date: Wednesday 7 February 2024
Time: Arrive at 17:30 for a 18:00 start
Venue: 4 Cannon Street, London, EC4M 5AB
To kick off our first event of 2024, the Wealth Management team will give a quick overview of some clever tax-efficient ways to save and keep more of your money. They'll then be joined by Investment Director Tom Stevenson who’ll share some interesting insights around what he thinks 2024 could bring.
He'll also talk about the funds he's picked to invest in his ISA and Self-Invested Personal Pension this year and why, before explaining what each fund could offer investors depending on where they are on their investing journey and what role they can play in a portfolio.
The event will finish with an extended Q&A session.
Please register below to attend the forum.
Book a complimentary advice consultation or portfolio review
If you would like the opportunity to talk to one of our financial advisers on the day of the event, you can pre-book a free 30-minute no obligation introductory meeting, to find out if they can help you with your investment and retirement plans. The meetings will be held in our Investor Centre, a 10-minute walk from our offices, prior to the event.
Alternatively, if you’re not sure whether investment advice is right for you, or you’d just like to meet with your relationship manager in person to discuss your portfolio, we can book that in for you too.
How to book: Email the team providing your telephone number and we’ll contact you to arrange your meeting time.
Meet the speaker
Tom Stevenson
Investment Director
Tom joined Fidelity in 2008. A spokesperson and commentator on investments, Tom is responsible for defining and articulating investment strategy for Fidelity’s Personal Investing business. Widely quoted in the national press and appearing regularly on radio and television, Tom is a sought-after expert on markets, investment trends and investment funds. He is a weekly columnist in the Daily Telegraph, and regularly appears on BBC News, Sky and major radio stations. Prior to joining Fidelity, Tom was a financial journalist working for publications including Investors Chronicle, the Independent and the Daily Telegraph.
Important information - this information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity's advisers or an authorised financial adviser of your choice.
