21 June 2021
The second in a series of three sessions hosted by Findex Wealth Management Adviser Matt Tod and Copeland Ashcroft Law Partner Myriam Mitchell.
The team discuss financial planning, investment options including ‘off-farm’ income, education on inflation/bonds, immigration and employment during COVID-19.
Author: Matt Tod
Matt has worked in the financial services industry since 2000. He has 18 years of experience advising a broad spectrum of private clients including retirees, medical specialists and high net worth individuals and their families.
Matt enjoys developing long-term partnerships with clients based on a clear understanding of their objectives, values and needs. Read more
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