HB&O Financial Services hosts ‘Back to the Future’ Seminar

3rd April 2019

On Wednesday 27th March, HB&O Financial Services hosted an investment seminar themed ‘Back to the Future’. The seminar, held at the Mallory Court Country House Hotel, aimed to cut through the current noise and perceived confusion about economic stability and investment opportunities, by demonstrating that there is a lot to learn about the future by looking at the past.

Approximately 40 clients attended the sell-out event which featured guest speakers, Ben Gutteridge, Head of Fund Research, Brewin Dolphin and Sanjay Rijhsinghani, Partner, LGT Vestra, alongside David Stokes, Director, HB&O Financial Services.

Sanjay Rijhsinghani provided key insights into how markets have developed over the past 10 years and busted some of the popularly held myths about where growth has come from. Ben Gutteridge then delivered his analysis of current market themes and trends and looked at how this would likely play out in the coming months and years.

David Stokes focused on behavioural science and explored why we often find it difficult to ignore the confusion that can be generated by the constant barrage of information we receive – much of it conflicting - due to our in built cognitive biases.

David said: “The news, social media and society in general plays on our emotions and can stop rational behaviour and thinking and have a detrimental impact on investment decisions. One of the most valuable roles we play as Chartered Financial Planners is to support our clients by providing a voice of reason based on experience, research and a determined focus on our clients’ long term aims, goals and aspirations.”

Not only were attendees offered an abundance of helpful advice, there was an additional surprise with a ‘Back to the Future’ style DeLorean car at the event, signed by Christopher Lloyd, aka ‘Doc’ from the futuristic film series.

HB&O FS  DeLorien

 

While the seminar was free to attend, the team at HB&O Financial Services is currently raising money for Guys Gift, a local charity that provides support for bereaved children, young people and their families in Warwickshire following the death of a parent, sibling or other significant person in their life. Delegates were encouraged to donate money to the charity, to help the team reach their target of £2000, and as a result, they’re almost a quarter of the way there already.

To donate, visit the HB&O Financial Services Virgin Money Giving page here.