Our seminar programme is run in conjunction with St. James's Place Wealth Management.
During our seminars not only do we aim to discuss the issues of Wealth Management but we also strive to cover the issues which are at the forefront of peoples' minds, and reflected in the news and papers.
We aim to ‘replace fear with confidence by enhancing your knowledge of successful wealth management’.
There is no charge incurred, in attending any of the seminars and no obligation for optional review meetings or for the Financial Reports produced.
We offer both Morning and Evening Seminars*
Typically our Morning agenda would be a two hour Seminar with refreshments and registration upon arrival at 10:00am for a 10.30am start, an interval refreshment break, concluding around 13.00pm with a buffet luncheon.
Our Evening agenda would be approximately an hour and a half Seminar proceeded with a finger buffet and refreshmens. Arrive at 6pm for a 6:30pm start, concluding at approximately 8.00pm
A typical seminar is attended by between 20-30 people and a number of attendees will ask for a personal review of their circumstances. Following this review a comprehensive Financial Review is produced. The Financial Report will fully detail the existing situation as well as explain the financial implications of the situation disclosed. The review will then highlight what options are available to address any shortcomings found as well as explaining the specific benefits that will accrue from following the recommendations made.
A number of the people that request a review will ask me to undertake work on their behalf at some time in the future.
*Please note that timings are approximate and may vary depending on the nature of questions raised.