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.
Postponing Retirement
An increasingly growing trend in Britain Recent studies indicate that approximately half (49%) of non-retired [...]
Proactive retirement planning
A growing trend among mid-lifers prioritising their future financial stability A recent study reveals a [...]
The gift of giving
Distributing assets or cash without contributing to your estate’s overall value for Inheritance Tax purposes [...]
The ‘Bank of Family’
A £38 billion lifeline for modern parents In the challenging realm of parenting, an unexpected [...]
Smart Money May/June 2024
ENHANCING PENSION CONTRIBUTIONS FOR A BRIGHTER FUTURE Welcome to the May/June 2024 edition of Smart [...]
Postponing retirement
An increasingly growing trend in Britain Recent studies indicate that approximately half (49%) of non-retired [...]