On Thursday 25 May 2023 the Inn held a panel discussion on ‘Financial Planning for Now and the Future’. The talk was a hybrid event and covered accounting, how to save for tax, financial planning and mortgages.
The panel for this event was:
Mason Bloom – Mason is a Partner at Silver Levene Chartered Certified Accountants based in the West End of London and jointly heads up the Specialist Barristers’ Unit at the Practice. They act for over 2,000 members of the BAR from Pupil Barrister’s to KC’s. They have been providing Barrister specialist services for over 50 years and know and understand your business very well.
Courtney Flockhart – Courtney is a mortgage advisor at Henry Dannell, a Mortgage Brokerage that have dealt with over 800 barrister transactions, having over 50 years combined experience in this space. Courtney has worked with lenders on pilots for underwriting of income for barristers and assisting in writing/consulting on their policy.
Julian Morgan – Julian Morgan is founder and Managing Director of Fleet Street Wealth. His association with the Bar goes back over 25 years. Julian and his team look after barristers and members of the Judiciary within most of the London sets.
The session was followed by a Q&A and the slides from the event can be downloaded here.