Northern Troika User Group

The inaugural meeting of the Troika Northern User Group was held on Thursday 10th February 2011 at the Quebecs Hotel in Leeds.

The meeting was attended by users from Leeds, Manchester, Newcastle and Sheffield.  The team from thewealthworks was joined by Philip Scrase, National User Group Chairman.

The main topics were the new release of FISH and its powerful web based reporting add-on, the new probate module which fills the IHT400 and an insight into the 2011/2012 development plans.  To encourage local involvement it was agreed to appoint a Northern User Group Secretary to work with Philip, and Jane Symonds of Wrigleys was unanimously elected.

It was agreed that the next National meeting will be in June 2011, together with the Family Office Forum, and that a Northern meeting will be planned for October 2011.  If you are interested in attending either of our user groups, please contact Robin Newton to register your interest.