DYNAMIC PLANNER roadshow 2023
15 & 20 JUNE | MANCHESTER & LONDON

15 & 20 JUNE | MANCHESTER & LONDON
Reimagine the way you provide advice
Sarasin & Partners are pleased to take part in this year's roadshow with financial planning software providers Dynamic Planner.
Attend either day in Manchester or London to hear from experts in the industry present and discuss current topics such as:
- The Consumer Duty: why is it such a challenge for financial services?
- Investment solutions designed for different types of clients
- Trends in client reporting and financial planning