Our seminar programme is designed not only to discuss the issues of Wealth Management but we also strive to cover the issues which are at the forefront of peoples' minds, and reflected in the news and papers.
We aim to ‘replace fear with confidence by enhancing your knowledge of successful wealth management’.
There is no charge incurred, in attending any of the seminars and no obligation for optional review meetings or for the Financial Reports produced.
We extend our seminar invitations to cover where possible Morning, Afternoon and/or Evening Seminars*
Typically our Morning agenda would be a two hour Seminar with refreshments and registration upon arrival at 10:00am for a 10.30am start, an interval refreshment break, concluding around 13.00pm with a buffet luncheon.
Our Afternoon agenda would be approximately a two hour Seminar followed with High Tea. Arrive at 2.30pm for a 3:00pm start, concluding at approximately 5.00pm
Our Evening agenda would be approximately a two hour Seminar proceeded with a finger buffet and refreshments. Arrive at 5.30pm for a 6:00pm start, concluding at approximately 8.30pm
A typical seminar is attended by between 20-30 people and a number of attendees will ask for a personal review of their circumstances. Following this review a comprehensive Financial Report is produced. The Financial Report will fully detail the existing situation as well as explain the financial implications of the situation disclosed. The review will then highlight what options are available to address any shortcomings found as well as explaining the specific benefits that will accrue from following the recommendations made.
A number of the people that request a review will ask me to undertake work on their behalf at some time in the future.
*Please note that timings are approximate and may vary depending on the nature of questions raised.