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Home / Webinar / Running a Wealth Management offering through the challenges of higher interest rates and inflation


2020 Member: Included with 2020 Membership

Non member £0.00 + VAT



Ian Fletcher

About Ian


Darrell Stone

About Darrell
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What's Included

  • Expert Knowledge from an Industry-Leading Speaker
  • Verifiable CPD hours
  • CPD Tracking and Certificate
  • Live Webinar (if a future date is listed) with Q&A
  • The Recording of the Event
  • Supporting Materials

Please note, as this is a partner webinar, by registering for this webinar your contact details will be shared with the 20:20 innovation "partner" for marketing purposes. Click here to view our privacy policy.


As economies have entered periods of increased inflation and interest rates, this session is to provide accountants with an understanding of how Wealth Management firms manage investing through periods of higher inflation and interest rates, and the opportunities that are created.

The session is also to ensure that accountants consider their own Wealth Management plans for their businesses, whether they are currently in place or have no arrangements in place.


  • What has happened with inflation and interest rates
  • Forecasts for inflation and interest rates in the coming months
  • How Wealth advisers can assist clients (individual and corporate) through this period
  • Why Accountants should have a Wealth Management relationship
  • Things to consider when marketing your Wealth Management relationship
  • Next steps to consider.


Accountancy owners, partners and managers.