Details of seminars we will be holding can be seen in the calendar of events below.
Our seminars are informative events, and topics include: Low interest rates, Investment Strategies, Are you using all of your tax allowances?, Pension reforms, Later life long term care costs, Inheritance Tax and who will benefit from your estate, Putting your house in order (covering Wills and Lasting Powers of Attorney*).
Financial advisers often cover several of these issues but it is rare they will cover all of them for you.
We offer you the opportunity to hear how we have helped our clients for the last 20 years allowing you to either make sure you have it all covered or perhaps find out what is not taken care of and get some pointers as to what you can do.
We believe you will find our seminars invaluable for the future planning and management of your financial affairs. To finish the event, we invite you to enjoy a two course lunch as well.
If you would like to book your place at one of the seminars, please click Register or contact us on 01580 211211 and ask for Melinda Williams or Clare de Jersey-Lowney, Events and Marketing.
*Will writing and Lasting Powers of Attorney involves the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.