At the final Surrey IFP meeting for 2012 in November, as departing chairman Claire Menni reports, the branch welcomed Nick Clay of BNY Mellon in a mix of rice, spice and investment advice. Read more...

The second Surrey branch meeting of the year took place on 28 February in Guildford. Delegates enjoyed two sessions, the first on the topics of business growth and questions to ask a private banking partner and second on maximising the value of cashflow modelling and working effectively with Paraplanners.

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The Surrey branch finished 2011 with a bang...two fantastic speakers and a champagne giveaway courtesy of Charles Stanley.

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