Case Study
Marc Westlake, Chief Executive Officer – Ireland, PortfolioMetrix – Marc by using the 6 – step FPSB financial planning process will work thorugh a real life case study. He will also look at the various groups of investors who benefit from structured planning (minors, retired investors, capital gains tax losses etc).
Featuring
Marc Westlake
Chief Executive Officer – Ireland PortfolioMetrix
Marc moved to Ireland in 2008 having previously worked as an IFA in the UK. He has a BA in Economics and Politics from Leeds and Pennsylvania State Universities. He is a Chartered Financial Planner and a member of the CII and PFS holding the Advanced Diploma ...
Read More