Milestone offers ‘Investment Development Day’ for IFA advisers

Milestone Financial Group’s new head Grant Pearson told Good Returns that “there’s a need amongst IFA advisers to work together more on the bigger issues in the industry”.

“The precursor to this is that when you have Covid, and the massive structural changes in the finance industry, you need to think how do everyday advisers respond to these challenges?”

The answer that Pearson has seen a lot of the industry using is by having dry, intellectual, “death by PowerPoint”. In the first of three limited audience adviser forums, Milestone wants to offer something different.

“We felt that there was space there for people to be stretched mentally, but to also take away very pragmatic things that advisers could implement in their portfolios the very same week.”