Loading Events

« All Events

  • This event has passed.

A Conversation with An Independent Financial Advisor

30/11/2023 @ 2:00 pm - 4:00 pm

Richard Wood will join us to discuss:

  • A small introduction of himself and what he does
  • The importance of taking financial advice
  • The importance of taking Independent Financial Advice
  • A brief economic summary of the last two years and why stay invested
  • Investment planning- a general discussion
  • Estate Planning- ways to mitigate inheritance tax

Details

Venue