Private Deputyship Conference
When: 24th October 2024 | Times: TBC
Location: The Studio, Birmingham
Cost: FREE
For anyone looking after vulnerable client finances outside of solicitor and local authority sectors. This includes Private Deputyship firms, disability associations, charities and more.
Finders International, in association with Owl Guardian Services, are pleased to host a complimentary in-person conference dedicated to the financial management of vulnerable clients, specifically for those serving as Deputies or Appointees.
This event is tailored for professionals from private deputyship firms, disability associations, charities, and private companies that operate independently of Private Client or Local Authority Deputyship teams.
Attendees will gain invaluable insights into the latest best practices, legal obligations, and ethical considerations essential for effectively managing the finances of vulnerable individuals.
The conference will feature keynote speakers, soon to be announced, and will offer a unique opportunity to network with fellow professionals.
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Speakers to be confirmed…
Richard Harrison
Managing Director
The Probate Valuer
A Probate valuer with over 30 years experience. Richard has a wide knowledge and considerable interest in all manner of Fine Art & Antiques, with further interests in Asian Art, Ethnographic Art and British Coins.
A RICS-accredited Fine & Decorative Arts valuer with over 30 years of experience. A Probate specialist offering an empathic & sensitive approach at an often emotional time. Richard is a general valuer but with further interests in Asian Works of Art, Ethnographic Art, British Coins, British & European Ceramics & Glass, Silver and most things antique-related. An experienced and knowledgeable valuer able to appraise a wide range of general chattels.
Richard has curated successful stand-alone sales, comprising a private collection of Moorcroft, an Asian art sales, Ethnographic sales, and Coins and Postal scales, resulting in a few white glove sales. Most recently, Richard was fortunate to catalogue and sell the Cotman family collection of pictures, spanning several generations of this illustrious family.
Richard undertakes valuations for Inheritance Tax Assessment (Probate), throughout London, the Home Counties and Middle England.
Our host for this session…
David Lockwood
Senior Business Development Manager
Finders International
Dave is a former Deputy Decision Maker appointed by the Court of Protection in England and Wales. Dave’s experience comes from working in four diverse local authorities across London and the South East, dealing with varied services, ongoing legislation changes and increased workloads with decreasing resources; managing expectations from both the public and internal colleagues.
Not only does Dave have experience of acting as a Deputy under the Court of Protection, he is also well versed in the complexities of dealing with the statutory obligation of providing funerals under the Public Health Act. Dave is also one of the founding members and former chair of APAD (The Association of Public Authority Deputies).
NOTICES
Finders International are CPD members
Member of the CPD Certification Service, Finders International provide accredited training, workshops & events suitable for continuing Professional Development.
View our member profile and our past CPD accredited events via the CPD website here.
This event is Carbon Neutral!
For 2024, Finders have pledged to offset the carbon usage of all our online event activities. To do so, we will be planting 1 tree for each webinar we host.
You can be rest assured that tuning into this webinar will contribute to your individual and firms goal towards reducing your carbon footprint! Read more about our Carbon Footprint pledge here.
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