Events

18MAY 2017

09NOV 2017

Your Wealth Matters seminars

About

There is a way to secure your financial future. It’s called planning.

We would be delighted if you could join us at one of our seminars to hear how to structure you family’s wealth with the aim of enhancing your financial future. We will cover:

  • An economic update
  • How to utilise tax allowances for today and the future
  • How recent changes to the pension and savings environment may provide opportunities

The events will begin at 10 am with presentations starting at 10.30 am, followed by an informal lunch at 12.15 pm.

Our portfolio managers and wealth planners will be available for 15 minute private consultations to discuss any specific queries you may have.

Please find full event details below. If you have any further queries, please contact:

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

Events list

18MAY 2017

Hertfordshire
Brocket Hall Welwyn, Hertfordshire, AL8 7XG
Agenda
  • 10.00 Arrival tea and coffee
  • 10.30 Welcome and introduction
  • 10.35 Making sense of an uncertain world
  • 10.55 Generational planning
  • 11.15 Investing for the future
  • 11.35 Will planning
  • 11.50 Q&A
  • 12.15 Light lunch
Map

24MAY 2017

Cheltenham
Ellenborough Park Southam Road, Cheltenham Spa, GL52 3NJ
Agenda
  • 10.00 Arrival tea and coffee
  • 10.30 Welcome and introduction
  • 10.35 Making sense of an uncertain world
  • 10.55 Generational planning
  • 11.15 Investing for the future
  • 11.35 Will planning
  • 11.50 Q&A
  • 12.15 Light lunch
Map

25MAY 2017

Harrogate
Rudding Park Hotel, Spa & Golf Rudding Lane, Follifoot, Harrogate, HG3 1JH
Agenda
  • 10.00 Arrival tea and coffee
  • 10.30 Welcome and introduction
  • 10.35 Making sense of an uncertain world
  • 10.55 Generational planning
  • 11.15 Investing for the future
  • 11.35 Will planning
  • 11.50 Q&A
  • 12.15 Light lunch
Map

31OCT 2017

Bristol
The Mansion House Clifton Down, Avon, Bristol, BS8 3LJ
Agenda
  • 10.00 Arrival tea and coffee
  • 10.30 Welcome and introduction
  • 10.35 Making sense of an uncertain world
  • 10.55 Generational planning
  • 11.15 Investing for the future
  • 11.35 Will planning
  • 11.50 Q&A
  • 12.15 Light lunch
Map

01NOV 2017

Nr Midhurst
Cowdray House Midhurst, GU29 0AY
Agenda
  • 10.00 Arrival tea and coffee
  • 10.30 Welcome and introduction
  • 10.35 Making sense of an uncertain world
  • 10.55 Generational planning
  • 11.15 Investing for the future
  • 11.35 Will planning
  • 11.50 Q&A
  • 12.15 Light lunch
Map

08NOV 2017

Nr Reading
Englefield House Reading, RG7 5EN
Agenda
  • 10.00 Arrival tea and coffee
  • 10.30 Welcome and introduction
  • 10.35 Making sense of an uncertain world
  • 10.55 Generational planning
  • 11.15 Investing for the future
  • 11.35 Will planning
  • 11.50 Q&A
  • 12.15 Light lunch
Map

09NOV 2017

Epsom
The Royal Automobile Club Woodcote Park, Wilmerhatch Ln, Epsom, KT18 7EW
Agenda
  • 10.00 Arrival tea and coffee
  • 10.30 Welcome and introduction
  • 10.35 Making sense of an uncertain world
  • 10.55 Generational planning
  • 11.15 Investing for the future
  • 11.35 Will planning
  • 11.50 Q&A
  • 12.15 Light lunch
Map