Seminars

David Lamb | Tuesday 11th September 2018

Tuesday 11th September 2018 at Port Solent Yacht Club, Port Solent, Portsmouth

 

Following the success of the 2017 presentation, we are delighted that David Lamb, Managing Director of St. James’s Place Wealth Management will be returning and providing us with another fantastic presentation on investing today with St. James’s Place Wealth Management.

 

David has worked for St. James’s Place for over 25 years and was appointed to the Board in 2007. He is also the Chairman of the Investment Committee who put the St. James’s Place Wealth Management’s distinctive investment approach into practice. He has played a huge part in helping to build the FTSE 100 company that it is today. Please do take advantage of this rare opportunity to hear from this tremendous speaker.

 

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

 

Please complete the form below to secure your place or call 01489 669896 for assistance.

Later Life Planning and Legal Support | Thursday 4th October 2018

Thursday 4th October 2018 at Hilton at the Ageas Bowl, Southampton

 

We will be running the ever popular Long Term Care seminar for its fourth consecutive year presented by our Chartered Senior Wealth Management Consultant, Sasha McKee.

 

Sasha is extremely passionate about the topic of Long Term Care and has gone through rigorous training to become Society of Later Life Advisers accredited. Sasha regularly presents and speaks at Eight Wealth Management events as well as at local clubs and societies on Later Life Planning and how to protect you and your loved ones against the potential cost of future care. She aims to deliver an information presentation, providing realistic and current advice around this ever pressing topic. Kelly Greig of Irwin Mitchell Solicitors will be talking about the legal support available such as Wills and the importance of appointing Powers of Attorney.

 

We very much look forward to welcoming you to this fantastic presentation.

 

Wills and Powers of Attorney are not regulated by the Financial Conduct Authority.

 

Please complete the form below to secure your place or call 01489 669896 for assistance.

The Partner Practice represents only St James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website – www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

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