Join us for an exclusive ladies only event at the charming Square Club in Bristol.

This is our first Coffee and Chat event for ladies of the private client industry, where we plan to have insightful conversations whilst enjoying delicious coffee at one of the city's most exquisite venues.  

Each attendee will receive a complimentary drink upon arrival.  Please make your way down to the cocktail lounge when you get there. 

The event will be hosted by Kimberley Sare (Guided Financial) and Tara Stone (Hayes Parsons).

Huge thanks to Tara and the team at Hayes Parsons  who are sponsoring this first event.

We look forward to seeing you at the Square Club in January 2024!

P.S. If you opt in to have your details shared you will also receive a list of all attendees so you can follow up after the event!

Member Only Tickets.

Our new online community has been created for private client professionals from the world of tax, investment, private client law, estate and financial services to share our collective experience and skills with like- minded professionals actively seeking to connect with those around the UK.

You can expect to experience bite-sized online training, workshops and masterclasses as well industry specific resources to equip private client professionals with enhanced skills whilst building a UK wide professional network. And you will receive half price tickets to your local city events.

To find out more and join our new online community CLICK HERE. See you on the inside!