Events

31OCT 2017

09NOV 2017

Your Wealth Matters seminars

About

Our priority is helping you to meet your financial objectives.

We would be delighted if you could join us at one of our investment and financial planning seminars which are taking place in the following four regions:

Bristol, Midhurst, Reading and Epsom

By attending one of our seminars, you will benefit from:

  • A market update and overview of the economy
  • Learning how recent changes to the pension and savings environment may provide opportunities
  • Information on how to utilise your tax allowances effectively
  • An opportunity to book a 15 minute complimentary private consultation with one of our wealth planners
  • A lunch and networking opportunity

Please find full event details below. If you have any further queries please contact:

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

Events list

31OCT 2017

Bristol
The Mansion House Clifton Down, Avon, Bristol, BS8 3LJ
Agenda
  • 10.00 Arrival tea and coffee
  • 10.30 Welcome and introduction
  • 10.35 The global economy
  • 10.55 Generational planning
  • 11.15 Investing for the future
  • 11.35 Will planning
  • 11.50 Q&A
  • 12.15 Light lunch
Map

01NOV 2017

Nr Midhurst
Cowdray House Midhurst, GU29 0AY
Agenda
  • 10.00 Arrival tea and coffee
  • 10.30 Welcome and introduction
  • 10.35 The global economy
  • 10.55 Generational planning
  • 11.15 Investing for the future
  • 11.35 Will planning
  • 11.50 Q&A
  • 12.15 Light lunch
Map

08NOV 2017

Nr Reading
Englefield House Reading, RG7 5EN
Agenda
  • 10.00 Arrival tea and coffee
  • 10.30 Welcome and introduction
  • 10.35 The global economy
  • 10.55 Generational planning
  • 11.15 Investing for the future
  • 11.35 Will planning
  • 11.50 Q&A
  • 12.15 Light lunch
Map

09NOV 2017

Epsom
The Royal Automobile Club Woodcote Park, Wilmerhatch Ln, Epsom, KT18 7EW
Agenda
  • 10.00 Arrival tea and coffee
  • 10.30 Welcome and introduction
  • 10.35 The global economy
  • 10.55 Generational planning
  • 11.15 Investing for the future
  • 11.35 Will planning
  • 11.50 Q&A
  • 12.15 Light lunch
Map