Led by Gary Owens (Metro Bank), the PL Private Client was established in order to increase the scope and relevance of what had previously been the Wealth Management Group. Initial members of the Group include representatives of the private client tax, legal, investment world as well as financial planning, trust practitioner and banking specialists.
The broad objectives of the Group have been agreed as follows:
To raise the awareness of the breadth and depth of expertise across the private client sector in the Liverpool City Region;
To improve knowledge and expertise in private client related issues;
To promote greater cross referral of business within the sector and to promote the City Region’s sector reputation externally.
To provide a forum for professionals that brings together the different aspects/disciplines of private client work.
Click here for terms of reference.