Seminars and Events. Running our Eight Talk Series enables us to keep you fully up to date on topical, market issues and opportunities.
Intergenerational

Eight Talks: Intergenerational Virtual Seminar

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.

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Pensions

Eight Talks: Pensions Virtual Seminar

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.

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A deep dive webinar

Eight Talks: A Deep Dive Into Your Finances

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.

Join this event

putting-you-at-the-heart

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    Telephone: 01489 555180 or contact us via email here