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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