The International and Cross-Border Planning Knowledge Circle will be hosting Geoff Hartnell in the next Knowledge Circle call which will be held on Wednesday, July 18, 2018 at 10 am ET.Geoff began his career in 1982 with Imperial Life of Canada as a Life Underwriter. Within three years he was invited to join the Management team building his own Sales Team, and by 1989 the Team was ranked in the Top 3 out of 50 within the Company and Geoff was recruited to become Managing Director of an Independent Financial Advisory Company in North London.
Within two years Geoff and his business partner had set up their own Advisory practice and purchased their first office building. The Business had two main areas of focus: the development of an expanding Employee Benefit Consultancy and the ability to attract an unlimited supply of new clients by creating Joint ventures with Chartered Accountancy practices. Today the Vintage Group is made up of five separate businesses.
The Brexit referendum created caused great uncertainty amongst Vintage’s International clientele, creating an unprecedented demand for impartial advice.
On today’s call Geoff will explore the challenges and opportunities faced by UK regulated pension transfer specialists operating within the International arena......”QROPS...challenges created by an uncertain World”.If you are interested in joining the call please login with your first and last name as a guest to this screen share: https://fpa.adobeconnect.com/intl/If you have any questions about this presentation or about FPA Connect please email Communities(at)OneFPA.org.