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.
Common misconceptions around Retirement
The abundance of retirement resources and advice available, while useful, comes with a challenge in [...]
Are pensions subject to Inheritance Tax?
Pensions can be a tax-efficient way of passing on your wealth because they are usually [...]
Identifying an investment scam
Around half of UK adults (51%) have or know someone who has received a suspicious [...]
How to maximise the value of pension savings
Many people are feeling the pressure on their finances at the moment due to the [...]
Why should you save money into a JISA right now?
There are many ways to save money for your children from the very basic to [...]
Lifetime Allowance to be abolished
Following the Chancellor’s Spring Budget announcement, Jeremy Hunt is going to abolish the Lifetime Allowance [...]