Financial Planning Seminars

Professional advice can ensure that you make the financial decisions which work in your favour.  If you have not yet appointed an independent financial adviser, attending one of our seminars will give you a valuable insight into how our services can be of benefit.  Even if you already have a financial adviser, we are confident that you will gain information that will be invaluable to you.  From recent seminars held throughout the United Kingdom, out of 1,010 attendees who completed an appraisal form, 994 rated their attendance as time well spent.

Topics covered (subject to change)

Inheritance Tax - Protecting your estate for little cost whilst still having access to your money.

Investments - Assessing risk over reward to make you money.

Investments to avoid - Avoiding scandal and not losing money.

Tax reduction - Saving tax for you and your family.

Home Equity Release - What are the options and what should you avoid.

Long Term Care - The options for preserving assets and dignity.  

"It was one of the most positive things I did when I responded to your seminar many years ago, I feel that I would not be in the position I am today without your valuable help" - Comment made in a client survey

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