With more than 50 years of experience, you can be sure that we have the expertise and knowledge to ensure you meet your financial goals and objectives. We have a long-standing history of running seminars, covering a number of important issues relating to your finances.

Whether you are middle-aged, approaching retirement or already retired, it is never too early to start laying the foundation to ensure your estate is protected for future generations.

So if you wish to find out more about inheritance tax mitigation, trust and estate planning, investment strategies and much more, come along to one of our seminars hosted by CEO and Chartered Financial Planner, Simon Lewis. All seminars are entirely free of charge and without obligation.

Due to Covid-19 we are not running any seminars in 2020. Please submit your details and we will be sure to notify you when we are able to run them again.