2017 Summer Masterclasses  

Our Summer Masterclasses focus on the business owner's journey from building a valuable business, through realising that value - be it from a sale or other form of transfer - to investing well for retirement security.

Our Masterclasses aim to give you a good introductory understanding of issues underpinning some of our more important financial decisions. The tone is relaxed but professional and we encourage group discussion.

Our aim is that you leave having learned something new, interesting and useful.

 

 

New Generation Investing                                                                            

July 18th 2017

 

 

How Millennials are Reshaping our World

 

The 2017 election provided a dramatic demonstration of the rising power of the Millennial generation - those coming of age around the the turn of the century.

 

Richard Ross will introduce this session with a recap of investment theory, looking at the way risk can be managed in our uncertain times. Head of Investment Research Radostina Dencheva and Investment Analyst James Bacon will then present their latest research on long-term socio-economic trends and their implications for both investors and businesses. We will be looking at the shifts in priorities amongst Millennials and how businesses can adapt their products and services to reflect these.

 

The session will be of interest to business owners planning for the future, investors looking for long-term income or growth and their advisers.

 

The Masterclass will last around two hours with questions and discussion.

 

Tuesday 18th July 2017

 

The Enterprise Centre, University of East Anglia, Norwich Research Park, Norwich NR4 7TJ

 

8.15 for 8.30 & 12.15 for 12.30

 

Refreshments will be available. There is no charge for the Masterclass but you may like to consider a donation of £20 to Action for Children 

What people have to say about previous events....
 
Beginning to plan seriously for retirement and being a relative newbie in Norwich, it was refreshing to be introduced to a firm that places great emphasis on technical analysis and thoughtful planning.  Too often, in my experience, IFA’s are more concerned with style over substance but Chadwicks, through their Masterclass sessions offer real insight into investment management and retirement planning.  Whether as a professional adviser or, like myself, someone looking for genuine insight into the changing times of today, I would recommend the sessions wholeheartedly.
 
Andrew Thorpe | Finance and Operations Director | Jarrold Norwich


I cannot recommend Chadwick’s Masterclasses too highly nor say enough good things about them. Chadwick’s Masterclasses provide fresh insights and offer practical steps to build, maintain and retain value in businesses. Richard delivers clear and well-thought-out advice while challenging preconceptions. The workshops are thoroughly researched and never turn into sales presentations. I learn something every time I attend.
 
 Paul Palik | Senior Associate | Corporate Team | Birketts LLP
 
 
The masterclass at Chadwicks, for me is a fantastic way to boost my knowledge in an important field which I often feel the effects from, yet seldom get to learn about. A wonderful setting at the enterprise centre, amongst like-minded company.

Andy Davies | Business Development | Green Duck

 
 
Chadwick’s Masterclasses are one of the highlights in my calendar. Clearly, a great deal of thought and preparation goes into them, which results in useful and up-to-date information that helps me plan my personal money matters, develop my business and think more clearly about what to do next in this ever-changing world. I strongly recommend them to anyone looking to improve the management of their finances. 

                                                                                Lindsey Mack | Director | CloudQast


 
I have been a regular attendee at Chadwick’s business seminars for several years and without fail I have found the sessions to be useful and practical on the one hand whilst thought provoking and inspiring on the other. Many advisers can put on topical seminars, few can make you feel that you want to go on to study the subject yourself!

Dawn Parkes | Managing Partner | Hatch Brenner

 

We are happy to run in-house cpd Masterclasses for a mnimum of eight attendees. These are free of charge but we ask that you consider a donation to Action for Children.

Please contact Emma Clayton-Knight on 01603 672781 to discuss.

 

 

 

 

 

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Chadwicks Limited is authorised and regulated by the Financial Conduct Authority
Chadwicks Limited is registered in England no:3292960.
Registered address: The Studio, Wattle Cottage, Mangreen, Norwich, NR14 8DD
 

Where you have a compliant or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk