Financial planning: back to basics

Join us for an interactive and informative night  as we go over some financial planning basics. You’ll gain an understanding of:

• the importance of having a safety net
• using your tax-free allowances
• the power of compounding
• splitting assets between married couples & civil partners
• making the most of your money if you’re single
• the dangers of being too cautious
• DIY investing vs. a discretionary wealth manager
• why life assurance shouldn’t be forgotten.

Refreshments and canapés will be provided.

Places are limited so book yours today!