Seminars
Making financial planning enjoyable!
If you think financial planning is dull, confusing or just plain hard work, come to one of our free financial seminars. We've a unique way of sharing useful financial information and ideas that is both effective and entertaining.
Our National programme of investment seminars has proved to be a great success. Over the last two years we have helped more than 7000 people negotiate their way through the maze of investment opportunities and products.
At our seminar just sit back and relax for around an hour while you watch and listen to financial issues being explained in a clear straightforward way.
There's no jargon or complicated figures just a plain English delivery of how financial planning can really work for you.
There's also our simple “risk v reward” guide to choosing different types of investments.
Following popular demand, we've also introduced a number of seminars focussing on Inheritance Tax Planning. We discuss in greater depth the issues around Inheritance Tax and consider your options to reduce, or even completely mitigate any potential liability.
All seminars start at 10:30am and are presented by Ian Howe, our National Seminar Manager.
There is no charge, there's nothing to buy and no obligation to do anything. At the end of the programme you can have a chat with one of our Financial Advisers over refreshments. So if you wish why not make the time and reserve your place today. We are sure you will not be disappointed. You're also welcome to bring along a guest.

