Finance for future-pro’s

Date: Thursday 25th April 2024
Time: 12:00 PM - 01:30 PM
Location: Investec, 3 Hardman Street, Manchester, M3 3HF
Cost: £20 non-members / FREE members
SME Club

Join future-pro and our panel of seasoned professionals to gain invaluable guidance on financial management.

With advise aimed at equipping young professionals with the tools and knowledge to navigate their financial futures with confidence, this panel discussion promises to both enlighten and empower.

Our esteemed panellists bring a wealth of expertise from diverse backgrounds, including finance, entrepreneurship, investment banking, and personal finance coaching. They will share their insights, strategies, and real-world experiences, offering practical advice on budgeting, saving, investing, and planning for long-term financial success.

Whether you're just starting your career journey or seeking to enhance your financial acumen, this event is tailored to meet your needs. Gain actionable tips, learn about the latest trends and technologies shaping the financial landscape, and network with fellow professionals who share your aspirations.

Don't miss this opportunity to invest in yourself and your future. Join us at future-pro's event and take the first step towards securing your financial well-being.

About the Speakers:

Joshua Underwood Personal Wealth Adviser - Schroders Personal Wealth

I became a financial planner in 2015, working with high net worth clients and business owners to formulate effective long term financial plans to achieve objectives and bucket list goals. I joined Schroders Personal Wealth in 2022 as an Associate Adviser, helping provide wealth management solutions in investments, protection, retirement planning and inheritance tax planning.

Laura Pomfret Founder - Financielle
Joel Carter Paraplanner - Investec Wealth & Investment (UK)

Joel assists our Financial Planning Directors on a day-to-day basis to ensure our clients receive the best possible service. Joel began his career at Rathbones Group plc as part of a two-year apprenticeship scheme, establishing a foundation in both Investment Management and Financial Planning. Upon graduating from his apprenticeship scheme in 2017, Joel spent just under four years working within the financial planning team completing his advanced diploma in financial planning by the age of 23. Joel moved to Artorius Wealth Management in 2021 and for over a year assisted high net worth clients as a Client Manager. Joel joined Investec W&I (UK) in June 2022 and outside of work enjoys staying active through multiple sports such as Tennis, Golf and Padel.

Interested In The Event?

If you’re interested in attending, you can book online here.

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