Posts Tagged ‘Finance’
Members’ spotlight – Graham Lappin
Today, we really enjoyed Graham from FMB’s 10-minute presentation, offering us an insight into the world of financial planning. Graham, with his clear and dynamic approach, walked us through FMB’s comprehensive process. Beginning with their detailed client consultations, he highlighted how personalised questionnaires lay the groundwork for tailored financial strategies. He brought to life the…
Read MoreMembers’ spotlight – Dan Birch
Dan gave the InGroup a 10 minute presentation today using a fun financial quiz called The Life Expectancy Game to entertain and enlighten us.
Read MoreMembers’ spotlight – Andy Little
Andy did a great job this morning with a 10 minute presentation on how Natwest can help clients with a less conventional situation and needing finance.
Read MoreMembers’ spotlight – Andy Little
Despite only having a few minutes notice, Andy did a sterling job this morning and gave a great 10 minute presentation. From his early days growing up near Penrith to his early career and experiences in the Kendal and the South Lakes area.
Read More