About this Event
We are holding three events across Dundee, Aberdeen and Edinburgh on three consecutive dates in April, the 21st, 22nd and 23rd April.
Dundee on Tuesday 21st April
Aberdeen on Wednesday 22nd April
Edinburgh on Thursday 24th April
In this 90‑minute session, we will introduce the managers at Drumnor Investments and learn how they build and manage both Model Portfolio Solutions and fully Bespoke portfolios. The Thorntons Wealth financial planners will explain the typical client circumstances that guide each recommendation — whether it’s the speed, efficiency and professional oversight of a discretionary model portfolio, or the flexibility of a bespoke approach for clients with unique requirements, cherished assets or specific investment parameters. This session is designed to give you clarity, confidence and a deeper understanding of how your money can be managed.
Refreshments available
Agenda
🕑: 06:00 PM - 06:15 PM
Introduction
Host: Chris Forde, Thorntons Wealth
🕑: 06:15 PM - 06:45 PM
Financial Planning
Host: Phil Annand, Thorntons Wealth
🕑: 06:45 PM - 07:15 PM
Models and Performance
Host: Matt Strachan, Drumnor Investments
🕑: 07:15 PM - 07:45 PM
Discretionary Investment Management
Host: Andrew McLean, Drumor Investments
Event Venue & Nearby Stays
Aberdeen, United Kingdom
USD 0.00
