Celebrating 40 Years - Afternoon Tea at Sopwell House
Over 220 people attended the Afternoon Tea event where they met with our team of Financial Advisers, attended seminars, received a free complimentary treatment from the Sopwell House Spa Team and of course enjoyed the delicious afternoon tea.
At the open day, clients, local businesses and residents were treated to a fabulous afternoon tea and had the opportunity to meet the KDW Financial Advisers in a friendly and informal setting.
KDW Stand 1978 - 2018
We also had some fantastic prizes given away throughout the day. The lucky winners found a randomly selected prize token in their schedule, receiving either a Sunday lunch voucher at The Lower Red Lion Pub in St Albans or a luxury food hamper and the two star winners, Ruby Cufflinks and Ruby Earrings.
Leah Cripps - KDW Marketing Manager, Ken Wright - KDW Chairman with the lovely Peter & Jackie Hodgson, winners of a luxury hamper.
The seminars that ran throughout the afternoon were informative and helpful. Please find below presentations (IMPORTANT: the presentations are not there to give advice, please contact your adviser in the first instance):
Seminar Room 1:
- KDW 1978 - 2018
- LV= Making the most of your housing wealth in later life
- WMT: Family Matters
- Taylor Walton: Presserving and Passing on your Wealth
- Family Building Society: An exploration of Later Life and Innovative Lending
- Harpenden Building Society: Everything is possible, including self-build and holiday homes
- WMT: Tax efficient income for buy to let investors
Seminar Room 2:
- Downing: IHT, CGT and Income Tax - Ideas to reduce the tax burdens
- Prospect: Boom before the bust - Capturing market opportunities
- Investec: Positive returns in a negative market
- Brooks Macdonald: Portfolio Management in a time of increased political risk
Don't forget to watch out for the video coming soon!
Thank you to everyone who attended the day and helped celebrate 40 wonderful years.
