We run a range of virtual and face to face events for financial advisers to help maintain your product knowledge and keep you up to date with key industry and regulatory developments - ultimately, helping reinforce the value you offer clients and supporting your delivery of compliant advice.

Defaqto events are typically accredited by the Chartered Insurance Institute (CII), Personal Finance Society (PFS) towards continuing professional development.

Wealth preservation - Defaqto Roadshow

Visiting 9 May Belfry Resort, 10 May Tankersley Manor, 11 May De Vere Cranage Hall nr Holmes Chapel and Knutsford

Wealth: the preservation and growth challenges of 2023 – inflation, cost of living, how will you deliver your clients’ goals? Faced with the mis-match between savings rates and inflation, there are relatively few ways to safely preserve your wealth, sustain your income, let alone help it to grow. Against the backdrop of a turbulent 2022, how will 2023 affect your clients’? Join our experts and specialists on the road to take you through their views and strategies for 2023

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