On 5th October 2021 at Sopwell House, Cottonmill Lane, St Albans AL1 2HQ
We are delighted to announce the return of our seminars. Our relaunch topic for the 5th October is on ‘Approaching Retirement’, and will be hosted by our Chartered Financial Adviser, Matthew Bourn. More information can be found here.
Arrival 6.30pm, seminar to commence at 7.00pm and will formally finish at 8.30pm. Please join us afterwards in the bar for a drink and canapés.
Naturally, feel free to bring along your partner. You may also want to invite any friends or colleagues who you feel may benefit. All we ask is that you let us know how many will be attending.
Members of the team will be available after the seminar if you have any questions you would prefer to raise on a one to one basis.

Talk to us
To find out more about our life financial planning approach contact us using the form.
Understanding fixed interest investing
Looking for a steady approach to building your portfolio? Bonds can provide stability and income [...]
Trump’s tariffs create turbulence in global markets
Remaining focused on established investment principles is essential The first quarter of 2025 has been [...]
Transferring wealth to the next generation
What to consider when planning your legacy Transferring wealth to the next generation is one [...]
The ‘secret’ to easing an Inheritance Tax burden
A practical solution to a challenge many families could face When planning your legacy, it’s [...]
Ten years of pension freedoms
Research reveals worrying trends among savers Ten years ago, pension freedoms revolutionised how people access [...]
Safeguarding investments in a volatile market
Planning for stability by diversifying your investment portfolio Diversifying your investment portfolio can feel like [...]