Seminars designed for you!

We understand that finding the right investment is not easy and you may be hesitant about deciding where is the best place for your money. For approximately one hour of your time, we can help you to address your finances by inviting you to attend an informal seminar which is designed to help you.

In approximately one hour we will cover issues such as:

• Helping you to identify your needs and plan your financial future and security
• How to reduce the potential 40% IHT tax or even avoid it altogether!
• Guidance on options available to you in a low interest rate environment
• Our pick of the latest ‘Investment Opportunities’ from the whole marketplace
• Planning your Will simply and cost effectively

We pride ourselves on making what can sometimes be a boring subject into an interesting and informative experience. You can just sit back and relax for approximately hour while you watch and listen to the financial issues that are most pertinent to you, explained in a clear straightforward way, unlike anything you’ve heard before.

Our seminars are held during the day at exciting, quality venues such as the luxurious Bath Spa Hotel, Castle Ashby in Northampton and Tatton Park in Knutsford. There’s excellent parking, comfortable seating and visual and sound equipment that enables you to see and hear clearly. A warm welcome will await you, as well as any friends and family you may wish to bring along.

Following the seminar there will be refreshments and should you wish, there will be an opportunity to speak to one of our financial specialists.

The seminars are completely free and there is no obligation to do anything as a result of attending. Even if you do decide to meet with a financial specialist, there’s still no obligation to act on our fee-free advice – so what have you got to lose?

Places are limited so why not reserve your seat at one of our popular seminars? To book your place simply decide which seminar you would like to attend from the venues on the next page and submit to us. We will then send you all the details – we look forward to seeing you soon!