HARPENDEN PERSONAL FINANCE CONFERENCE 2023

Uncertainty has become part of all our lives over recent years.  The pandemic, war in Ukraine, political turmoil and climate change concerns have been, and continue to be, constantly in the news and affect our lives daily.  The global and UK economy have inevitably not escaped this instability and there remains uncertainty in terms of recession, inflation and mortgage rates.

Our Conference this year is a follow-up to last year’s intergenerational theme which was so well-received but with a different spread of subjects within intergenerational planning and long-term planning.  Our intention is that in these uncertain times the messages to come from our speakers will offer reassurance and outline the solutions we use which are based on experience, depth of knowledge, and good and secure relationships with established providers.

Our recent nomination and short-listing as Investment Adviser of the Year in the 2023 Investment Life and Pensions Moneyfacts awards is testament to the growing strength of the Lyndhurst name and investment proposition which has enabled us to line up some particularly prestigious and inspirational speakers for this year’s Conference:

Cherry co-authored a book on investing in emerging markets and is a six-time winner of the Investment Management Association’s freelance journalist of the year award. Cherry has written for a range of publications including The Financial Times, The Telegraph, The Independent and Forbes.

Max is responsible for generating research-driven analysis on the global economy and markets. Max also holds a degree in Philosophy, Politics and Economics from Oxford University. JP Morgan is a global leader in financial services offering solutions to the world’s most important corporations, governments and institutions whilst also managing $3.7 trillion assets globally.

Max is responsible for generating research-driven analysis on the global economy and markets. Max also holds a degree in Philosophy, Politics and Economics from Oxford University. JP Morgan is a global leader in financial services offering solutions to the world’s most important corporations, governments and institutions whilst also managing $3.7 trillion assets globally.

Billy is responsible for building and managing relationships with IFA networks, national firms, compliance providers and third-party relationships. Triple Point, a B-Corp Certified Investment Manager, manages private and public capital as well as providing investments in property, debt, digital infrastructure, and venture capital.

Paula is a family law specialist with a wide experience of complex divorce, financial disputes and Children Act proceedings. Rayden Solicitors is an award-winning specialist firm with offices in Harpenden and around the country.

Sarah is Of Counsel in Mishcon Private and is a specialist in Tax & Wealth Planning. She advises UK and international clients about their roles as trustees, executors and beneficiaries and on their personal estate planning with a particular emphasis on US-UK matters. Sarah was named as “One to Watch” in Legal Week’s Private Global Elite 2021 and shortlisted for Cross-Border Estates – Solicitor of the Year – UK. From offices in London and overseas, Mishcon De Reya counsel clients around the world and in March 2017, the firm was announced Law Firm of the Year at the Legal Business Awards.

Mitesh was awarded an MBE for services to diversity and inclusion within the UK’s financial services sector.

Newton is a global investment management firm with a vision to ‘deliver attractive outcomes to our clients’. Mitesh is responsible for the investment of circa £40 billion of assets at Newton.

The new fund range launch has been approved by the Lyndhurst investment committee and will be rolled out to clients post the Conference.