HARPENDEN PERSONAL FINANCE CONFERENCE 2025 FOLLOW UP

Our 2025 Personal Finance Conference brought together leading experts to explore how global trends, legislative changes, and investment strategies are shaping the financial landscape. The event provided practical insights to help clients make informed decisions today for better outcomes tomorrow.

We also introduced our initiative: Advice Worth Sharing – because confidence in your financial future is something worth passing on.

Key themes included:

• Global investment outlook – Market trends and macroeconomic perspectives.
• Estate and trust planning – Strategies for protecting wealth in a changing environment.
• Alternative investments – Where they fit in today’s portfolios.
• Tax and pensions – Preparing for changes from April 2027.
• Emerging markets – Opportunities and risks amidst tariffs and turbulence.
• Geopolitics – Managing uncertainty in a complex global environment.

Special thanks to our speakers for sharing their expertise:

• Max McKechnie – Global Market Strategist, J.P. Morgan Asset Management
• Rachel Giles – Partner, Private Client Department, Taylor Walton Solicitors
• James de Bunsen – Portfolio Manager, Janus Henderson Investors
• Barry Foster FPFS IMC TEP – Technical Consultant, Aberdeen
• Qassim Saeed – Investment Strategist, BlackRock
• David Hearst – Co-founder and Editor-in-Chief, Middle East Eye

Take the Next Step

If you’d like to discuss any of the topics covered or review your financial plans in light of these insights:

• Book a review meeting with your Adviser
• Share Advice Worth Sharing – refer someone you care about and help them plan with clarity and confidence.