An Introduction to Personal Financial Planning

JANUARY 24, 2019


About the event

Financial Planning is as important for finance professionals as it is for the general public, but requires deeper understanding if you consider providing these services for a fee.

Careful planning can help you set priorities and work steadily towards long-term goals. It may also provide protection against the unexpected, by helping to prepare for things such as unexpected illness or loss of income.

Join us to find more from Michael Barry - one of the most experienced and highly qualified wealth managers in the Russian Federation and Alec Taylor, a hugely experienced financial planner from Great Britain, who has over thirty years' experience working in the industry.

Let's discuss the role of financial planning in achievement of life goals, importance of portfolio structuring and practical aspects from real-life of working with clients.
The main points:
1. Financial planning: what is it?
2. Who is it for?
3. How do you do it?
4. Getting to know your client - financial planning is an action plan
5. A look at the commonly available tools, particularly life insurance structures - legal and tax implications
6. A typical scenario in Russia
7. On overview of portfolio structuring
8. Ethical considerations
Michael Barry
Advisor to expatriates, Russian nationals and charities on both corporate and personal affairs in Moscow, Russia.
Beginning his career in England training as an auditor, Michael studied tax with PWC, having also qualified as a personal investment advisor. Michael went on to become head of Lead Advisory services at Moore Stephens in London before becoming Chief Financial Officer and Operations Director of a Private Equity backed insurance broker. Following its successful sale, he stayed with the new parent as CFO of part of the Insurance businesses of The Automobile Association.
During that time, Michael was an advisor to the Monetary Policy Committee of the Bank of England which sets interest rates in the United Kingdom. He was also Chairman of the Board of Directors of an Academy trust.
Key clients during his career have included Nokia Ventures, Bank Boston, T-Telematic Venture Partners, a number of British politicians, the Governor of one of central banks of a European Union country and at least one pop star.
A Fellow of the Institute of Chartered Accountants in England and Wales with membership of both the Chartered Institute of Securities and Investments and The Chartered Insurance Institute of London, Michael is one of the most experienced and highly qualified wealth managers in the Russian Federation.
Michael graduated with a B.A. (Hons) degree in Philosophy from the National University of Ireland and holds the degree of B.Ph. from the Pontifical University, St. Patrick's College, Maynooth, Ireland..
Alec Taylor
Experienced Financial Advisor and business consultant for small and medium-sized companies.
Alec is a United Kingdom Chartered Insurance Institute qualified Financil Plannig Consultant. He has over thirty years experience advising both personal and corporate clients at the highest level. Prior to coming to Russia he was a partner in the largest Financial Planning Practice in Wales.
Alec has close links, built up over many years, with many of the leading Fund Management Institutions in the UK and is thus able to provide clients with unique insight into Finacial Markets.
Alec has, prior to becoming involved in the Financial Services Industry, owned and managed Property Development and Printing Businesses. He has also worked for large International Aviation Organisations at the higheat level and was involved in the drafting and implimentation of Civil and Military Aviation Legislation in Saudi Arabia.
Alec has during his career worked in many locations including USA, Saudi Arabia, Singapore and Australia. It is this wide range of experience that allows Alec to bring a unique insight to the field of financial planning. He is a problem solver who thinks outside the box.

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Moscow, BС Paveletskaya Plaza, Paveletskaya square 2, building 2 (tower with the clock at the metro station Paveletskaya), 5th floor, meeting room "Jupiter"
Please contact us:
e-mail: or mobile +7 968 593 3084.