Oxford financial planning and investing seminar

  • Tuesday 10 April 2018 at 11.00am
  • Oxford

The De Vere Oxford Thames Hotel is the venue for our latest financial planning and investment seminar. Please join us for this lunchtime event.

At the seminar:

  • Find out about our current investment thinking and views from investment manager Lewis Cohen
  • Hear financial planner Malcolm Robinson discuss topics such as retirement planning, tax-efficient investing and estate planning
  • Learn about the broad themes currently affecting investments and financial planning
  • Take part in a lively Q&A with our expert panel of speakers including host Paul Heslop
  • Join our experts and fellow guests for lunch


Silhouette of a man

Paul Heslop

Host and Financial Planner
Lewis Cohen

Lewis Cohen

Investment Manager
Malcolm Robinson

Malcolm Robinson

Financial Planner


Tuesday 10 April 2018 at 11.00am


The De Vere Oxford Thames Hotel, Henley Road, Oxford, OX4 4GX



Advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority, however, the products used to mitigate tax may be regulated.