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Our directors Carl Widger & Karl Daly spent most of yesterday at an event in Carton House that was hosted by the Trusted Adviser Group. The agenda was detailed and covered the following items:


  • MIFID and the impact on Pension & Investment Advisers
  • Compliance & Regulatory Update
  • Demonstration of the latest CRM systems
  • Investment Update


Carl Widger said “It is essential that we take some time out of the office to ensure that we are always up to date with best practice in our industry. Today’s agenda contained some very interesting items that are sure to affect our business in the short to medium term”