David Anderson's Page
Profile Information
- Business Name (the main name you trade under)
- Concept Financial Planning
- Type of Business
- Financial Planners
- Tell Us About Your Business
- We are a firm of Chartered and Certified Financial Planners. Our goal is to help clients achive their future lifestyle aspirations through sensible investment strategies with a focus on minimising the effect charges and taxation.. We specialise in retirement planning and tax mitigation.
- What Type Of Networking Events Are You Interested In?
- Breakfasts, Evening, Free, Informal, Lunch, Seminars, Speed Networking, Workshops
- Which Local Towns Are You Likely To 'Network' In?
- Banstead, Caterham, Dorking, Earlswood, Ewell, Horley, Leatherhead, Redhill, Reigate, Whyteleafe
- Business Website Address
- http://www.conceptfp.com
- 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
- davidanderson AT conceptfp.com
- Which online or offline business networking groups do you belong to? (Please type 'none' if you're new to networking)
- Venture Catalyst
- What's A Good Business Lead For You? (potential customers, and anyone else you would like to connect with)
- anyone serious about improving their personal finacial position. Ideal clients are those approaching retirement or wishing to mitigate Inheritance Tax. We also provide investment management to trustees and charities.
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Comment Wall (2 comments)
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I've posted your free event on the site. It's fine for Members to post any events, even commercial ones, bcause all you're doing is using your network to promote your business - which is standard networking practice.
I flag such events as Member Promotions so it's clear to site users that they're not networking events per se. There's a link to your profile, so it's a good idea to get you mugshot up there in place of the blue sihouette if you can.
Best regards
K
Thanks for taking up the 1 month's free trial Membership offer, 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!
Best regards
K