Annual Business Meeting Success - Business Meeting 5th July 2024

On Friday, July 5th, we had the pleasure of hosting our annual business meeting at the charming Coppleridge Inn in Elm Hill, Motcombe, Shaftesbury.

Clair Smith, our Managing Director, and Arah Perret, our Learning and Development Consultant, delivered an in-depth presentation on our practice. Their presentation covered a comprehensive business update, highlighted the remarkable achievements of our colleagues, welcomed a stream of new faces, and unveiled some exciting plans for the future.

In addition to reflecting on the past 12 months, the afternoon provided a perfect opportunity for most of our colleagues from our five offices to come together and mingle over drinks and a complimentary buffet, with some meeting for the first time!

Clair said:

“It was fantastic to get together for our annual business meeting and see colleagues from all five offices together.

Looking back at what the team has achieved over the past year and the plans and objectives for the business in the future is a really important milestone in the diary.”

Arah, who joined us at Peter Harding Wealth Management earlier this year, said:

“I was delighted to take part in my first Town Hall meeting! I was able to put faces to names, so I can begin to build a relationship with colleagues that I do not get to see every day.”