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Private Client Consultancy
Connect, learn, and grow with us with our upcoming events designed for
wealth management with peace of mind.
Engage with our expert advisors in interactive webinars designed to provide valuable insights into wealth management, investment strategies, tax optimisation and market trends.
These online events allow participants to ask questions in real time and access information from the comfort of your home.
Our webinars are tailored to equip you with the knowledge you need to make informed financial decisions.
Our seminars offer a unique opportunity to delve deeper into specific topics related to securing your wealth and your personal finances.
Held in various locations, these events feature guest speakers, panel discussions, and networking opportunities but also the chance to get to know our advisors and their friendly ways.
It’s the perfect moment for you to gain practical knowledge and start planning actionable strategies, all while connecting with fellow attendees who share similar interests.
You can also join us for our exclusive meet-and-greet events, where you can connect with our financial experts and network with like minded people.
These less formal gatherings provide a more relaxed atmosphere to discuss your financial goals, share experiences, speculate and even explore potential collaborations.
Additionally, we host various other events throughout the year, from luxury experiences to community engagement initiatives, fostering relationships that go beyond traditional wealth management and finance related topics.
We’ve made our past webinars available on demand, so you can access valuable insights at your convenience.
Each session offers expert advice, Q&A session, and practical guidance on topics ranging from wealth management to tax optimisation and investment strategies.
View our library of webinars on demand and stay informed with the latest in wealth management, even if you couldn’t join us live.
We’re Moving Offices on 1st August 2025!
Private Client Consultancy is excited to announce that we’ll be moving to a brand-new office space, designed to better serve our clients and reflect our continued growth.
Effective Date: Friday, 1st August 2025
New Address: 161, Urb Jazmin De Miraflores, C. Jazmín, 29649
Our phone numbers and email addresses remain unchanged.
All in-person meetings scheduled from 1st August onwards will take place at our new location. Please update your records accordingly.
We look forward to welcoming you to our new space!
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