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.
TIME TO SIPP INTO FINANCIAL FREEDOM?
A Self-Invested Personal Pension (SIPP) is more than just a pension. It’s a gateway to [...]
TREASURE TROVE £26.6 BILLION IN FORGOTTEN PENSIONS
£26.6 BILLION IN FORGOTTEN PENSIONS Did you know as many as 1 in 20 people [...]
TAX-SAVING MEASURES
WHAT ACTIONS TO REVIEW BEFORE THE 2023/24 YEAR-END? Have you recently evaluated your personal tax [...]
SUCCESSION PLANNING, A FAMILY AFFAIR
A DELICATE PROCESS THAT REQUIRES CLEAR COMMUNICATION AND EFFECTIVE PLANNING Transferring wealth within a family [...]
CHANGES TO THE STATE PENSION
‘TRIPLE LOCK’ TO INCREASE BY 8.5% FROM 6 APRIL 2024 The State Pension is set [...]
BALANCING PROFIT AND PLANET
STRIVING TO USE IMPACT TO BOOST INVESTMENT RETURNS ESG (Environmental, Social and Governance) investing, a [...]