Date & Time: 6pm – 7pm 8th July 2021
Join Lorraine Sellwood and Caroline Romero for a seminar covering the importance of family requirements at all stages.
Looking at Long Term Care, inheritance Tax & creating Trusts for a secure future.
Trusts are not regulated by the Financial Conduct Authority.
Date & Time 6pm – 7pm 9th September 2021
Where do you start when planning your pension? What’s the best way to budget?
Join us for our Pensions seminar and let us help with your planning, so you can focus on the important things like enjoying your retirement, however you want.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Date & Time 6pm – 7pm 29th June 2021
Join Alison Dart for a deep dive into your investments and online access. Alison will be joined by guest Speaker Neil Fisher, Investment Consultant at St. James’s Place, as they address not only the importance of investing and its investment approach but also how the funds you choose can affect future generations. They will also be taking a closer look at your online access to your investments.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
