Accentuate by K3 Hub – Market and economic update and a guide to share valuations

Market and economic update

Marcus Pilkington from Pareto Financial Planning and Alex Brandreth from Luna Investment Management deliver a market and economic update.

During a time of political unrest and friction, Marcus and Alex discuss:

• The impact the ongoing conflicts in the Middle East are having on both the economy and investment markets
• What to do from an investment perspective during heightened geopolitical volatility
• The importance of long-term financial planning during uncertain times

Pareto Financial Planning and Luna Investment Management recently joined the K3 Advisory Group family. Together, they advise private clients and their professional advisers on personal investment strategies, pensions, and wealth protection and provide bespoke portfolio management.

A guide to share valuations

During this session, Hannah Griffin from the Disputes, Investigations and Valuations team at Quantuma discusses the key considerations relating to share valuations.

Hannah covers:

• Market value – legislation/case law
• Other valuation considerations including articles of association/shareholder agreements and methods of valuation
• Earnings valuations, net asset valuations and minority discounts in detail

Speakers

Marcus Pilkington
Chartered Financial Planner
Pareto

Alex Brandreth
Chief Investment Officer
Luna Investment Management

Hannah Griffin
Managing Director
Quantuma

About Accentuate by K3 Hub 

Accentuate by K3 Hub, a regular series of webinars delivered by experts from K3 Advisory Group and selected external guest speakers, is designed to provide professional advisers with the latest industry developments and practical tips on building a profitable practice.