It is never too early to look forward toward your future, regardless of your current situation, but there have never been so many people trying to scam you out of your precious savings. As a Chartered Independent Financial Planner, I work daily with individuals who have all sorts of concerns surrounding their retirement, the most common being, ‘will I have enough?’ Working together, we can build clarity into their financial future.
The format for the event itself takes place in the best possible surrounding: over a sumptuous, yet relaxed, dinner of no more than 16 people. Upon arrival, you will be greeted by our team and have time to enjoy a drink with our Financial Planners before sitting down to enjoy your dinner. We intersperse each course with a short and informative talk by myself, Charlie Reading APFS, on the steps you can take to improve your tomorrow.
However, where our guests find the most value is the ability to talk directly to me and the other Financial Planners who will join you for dinner. Whilst you are dining you will be able to hear about a range of topics that are raised in conversation, talk about common concerns of people in your situation and hear expert options on what they feel can be done to improve your future. Please note that, in the interests of confidentiality, specific concerns and personal financial situations will not be discussed at the dinner; instead you will be given the opportunity to have a private call after the event.
Our next event is taking place on Thursday 25th April 2019 at Portfolian House, Oakham.