Regular attendees were joined by new faces to discuss business topics and find out about each other’s services. Campbell Wilson, of Core Financial Services, introduced the session and thanks were given to Kerstin Ochel of Fashion Fantasies for preparing a new agenda.
Everyone had a short time to introduce themselves, and a new five minute slot for a topic of interest will be added as required.
Kate Hinsley, of Compass Wealth Management Consultants Limited, said: “I hope we get more interest in the group. It was good to meet Campbell, a fellow independent financial advisor, to exchange views on the financial advice sector.”
Event organiser Keren Burney also updated the group on the positive and constructive feedback from a survey held at the last meeting at Norad Travel in Brow’s Farm Business Park.