Brewin Dolphin & Francis Clark host fundraising seminar
A team of professionals from two leading Exeter-based businesses co-hosted a joint tax and investment seminar at Sidmouth Pavilion in aid of Sidmouth Hospiscare.
Celebrating their 250th anniversary, wealth management investors Brewin Dolphin joined forces with Francis Clark the largest accountancy practice in the South West. The seminar focused on accountancy, financial planning and investment management aimed at retired individuals with pensions and those looking to transfer investment cash and income.
30 local people attended the event to listen to speakers from each organisation including a representative from Sidmouth Hospiscare, who gave an in-sight into the works of the charity which cares for people with life-threatening illnesses in the Sid Valley. The event culminated in a complimentary buffet and charity raffle for the chance to win two desirable and high-value prizes. This included a one-day ‘introduction to wine’ course at Darts Farm with Alistair Peebles of Devon Country House & Wine School, who is one of only 295 Masters of Wine in the World. Also a luxury two-night stay at Southernhay House, Exeter’s premier boutique hotel. In addition, Brewin Dolphin and Francis Clark donated a further £200 each towards the charity, helping to boost monies raised for Sidmouth Hospiscare to £500.
www.brewin.co.uk/about-us/contact-us/exeter/
www.francisclark.co.uk/contact-us/exeter-office/
