Get Adobe Flash player

SEMINARS

“Why most Financial Planning doesn’t work – How to creating more Wealth and Live your Life On Purpose”

We will shortly be announcing dates for a new series of seminars we will be running in Medway during the Autumn and early 2012 based around the theme “Why most Financial Planning doesn’t work – How to create more wealth and live your life on purpose”.

The seminars will last no longer than 90 minutes, will be invitation only and will examine the most common mistakes people make when trying to organise their finances, how to avoid these mistakes and how to put in place a structured Financial Plan that will enable you to Create, Build and Protect you wealth whilst at the same time living your life On Purpose.

After the seminar you will know:

  • How to Create, Build and Protect your wealth
  • How to pass on your wealth to those that matter most to you
  • How to pay less tax
  • How to identify your Purpose in Life
  • How to develop a comprehensive Financial Plan and why it is important to do so
  • What key questions to ask of yourself and your professional advisers in relation to Financial Planning
  • The basic principles of investment and investment risk
  • How to write a Financial Plan
  • What immediate steps you can take to improve your Wealth

Places at the seminars will be strictly limited, by invitation only and are designed for those that may have already built some invested assets but are unhappy about the way in which this has been working, the advice they receive or how their financial arrangements relate to what they want out of life.

If this is you and you would like to know more, then please contact us on 01634 281145 to request an invitation to one of our seminars.

ENQUIRY FORM
To receive a free information pack fill out this form
Name:
Email:
Phone:
Address:
Subject:
Message:

I am interested in:
Financial Planning:  Yes
Pension:  Yes
Investment:  Yes
Inheritance Tax:  Yes
Trusts:  Yes
Please enter the characters below into the box:
captcha
Buryfield Grange Financial Planning fsa thepfs unbiased The Institute of Financial Planning