Upcoming events

Financial planning: back to basics

Wednesday 26 Jun 2019, 6:00 pm – 7:30 pm

Join us for an interactive and informative night  as we go over some financial planning basics. You’ll gain an understanding of:

  • the importance of having a safety net
  • using your tax-free allowances
  • the power of compounding
  • splitting assets between married couples & civil partners
  • making the most of your money if you’re single
  • the dangers of being too cautious
  • DIY investing vs. a discretionary wealth manager
  • why life assurance shouldn’t be forgotten.

Refreshments and canapés will be provided.

Places are limited so book yours today!