Event: Financial Health Planning Webinar
Date: Wednesday 11th November 2020
Time: Event starts at 18:00 and ends at 21:00
Agenda: Download full agenda for details of speakers and timings
Dear Friends and Colleagues
We’ve all used some time during lockdown to reflect on important aspects of our life.
A lot of us have focussed on our physical health during lockdown and we discovered that we, and a lot of our friends, hadn’t given enough thought to our financial health and inheritance/legacy planning.
This webinar seeks to address this.
The speakers are all top notch professionals from different parts of country.Contact details will be provided for you to follow up via email/telephone.
Covid-19 has made us realise that we could not be here tomorrow, so if we can pass on the wealth of our knowledge, our contacts and the experiences we’ve had, then perhaps that can be our legacy.
For more information or to book, please contact us.
Event: Financial Health Planning
Date: Friday 11th September 2020
Agenda: Download full agenda for details of speakers and timings
60 delegates attended our first financial planning event, held at Halifax Hall in Sheffield, on Friday 11th September 2020. Photos and key presentations from the event are available to view below:
Financial Planning, Mr Christian Morris, Maple Leaf Financial Services
Small Self-Administered Scheme (SSAS) Pensions, Mr Lewis Jones, The Landlord's Pension
My Story and Investing in a Recession, Dr Prithviraj Rao, WELL+H Limited
Thank you note from Greg Boyland, Woolhouse Douglas Wealth Management
To book an appointment for a financial health check-up, please click the button below.
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