Financial Planning Workshops

Wondering where to start when it comes to investments?
Baffled as to what the best choices are when it comes to your savings?

Don’t worry. I’ve got just the thing that will help you to get things straightened out and put your mind at rest.

My Financial Planning Workshops are designed very much with you in mind. I know how hard it can be when it comes to arranging your savings, pensions and investments.

Where do you turn? Who do you turn to? How do you get things started? What should you be looking out for?

There are a multitude of questions to wade through – but there’s no reason to drown in them.

My workshops are engaging, fun and above all – informative.

If you’re better informed, you know where you stand and you have the tools in the bag to help you make the right decisions with regards to your financial future and that of your family and those who are important to you.

I don’t do jargon. I don’t impose my ideas upon you. I’m not in any way biased towards any one product or company.

What I do in fact do is encourage discussion. I encourage questions. I offer my experience and wisdom and see how it can best be put to use to help you make informed decisions.

Whether you already have investments and pensions in place and want to make the most of them, or if you’re looking to invest for the very first time – I can help.

I hold my workshops in Southwell, Nottinghamshire and would be only too happy to have you along.
In fact, why not get in touch with me and let’s discuss how I can help – you can call me on 01636 609864 or 07767 450097.

“I am delighted with the way things have turned out and found that very good things came out in the conversation that we had. Things that I would not have thought of if I had tried to do the planning myself.”

D Spencer, Mansfield

Click here to see the range of workshops and register your interest

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