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Planning, Seminars & Webinars

Keep up to date with financial changes and discover how to navigate them with our dedicated seminars and webinars.


Our purpose built seminar area is perfect for small get togethers where we can explain in more detail interesting and profitable financial areas and concepts. A recent survey confirmed Inheritance Tax defrayal was a priority with investment markets a close second and more general tax planning third. However two regular queries are ” How much to do I need to retire on?” and “Are financial advisers any good?”. We run these free of charge seminars regularly and we provide refreshments and light snacks.

Our next seminar is taking place on March 13th 2024 & invitations have been sent to selected clients. If you are interested in attending please contact us here.