Our work primarily involves the creation and management of tailored investment portfolios for private individuals, including the structure of these portfolios around the individuals need for income, capital growth, pension and estate planning. The balance between onshore and offshore investments is primarily driven by the tax mitigation requirements of the client.
What Type Of Networking Events Are You Interested In?
Contact me: Main email (you may prefer to enter using 'AT' instead of @ - eg keith AT freelancecopy.co.uk) plus your business phone number - and any other Website or Blog URL
richard.bailey@honisterpartners.com
Which online or offline business networking groups do you belong to? (Please type 'none' if you're new to networking)
BNI
What's A Good Business Lead For You? (potential customers, and anyone else you would like to connect with)
Someone who is looking to take control, rationalise and have 24/7 visibilty of their financial affairs. Someone who wants to ensure they are financialy secure and independent.
I wonder where you heard about NiS? A little bird, perhaps :o)
Thanks for joining us, and welcome to the Networking in Surrey community. I hope you find the site useful for planning your networking.
When you get a moment, it would be great to see your photo in place of the 'anonymous silhouette' provided by the software ...and that goes for Fiona too!
Keith Grover, NiS Founder
Hi Richard
I wonder where you heard about NiS? A little bird, perhaps :o)
Thanks for joining us, and welcome to the Networking in Surrey community. I hope you find the site useful for planning your networking.
When you get a moment, it would be great to see your photo in place of the 'anonymous silhouette' provided by the software ...and that goes for Fiona too!
Best regards
K
Sep 1, 2011
Keith Grover, NiS Founder
Hi Richard
Lovely to see two new smiling mugshots on NiS...
Richard T has been in touch - I also know a couple more of your BNI BizClass chums - Kap, David W and Peter S.
Networkland is a small world!
BRs
K
Sep 1, 2011