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Webinar Recording: Will I have enough money to retire?

In this webinar we explain how easy planning for the future can be using some of our latest financial planning software. No matter how technology or investment savvy you may be, we are pretty sure this will make planning a lot clearer and simpler to understand for everyone.

Mark Harrison, head of our Wealth Management team, will explain the role of an Independent Financial Adviser (IFA). He will highlight how an IFA is much more than someone who helps with your investments and how finding someone with the right credentials and the right fit for you can lead to a long, successful relationship.

Finally, we welcome back Andrew Alexander who will provide us with his usual and unique summary of the financial markets.

In this webinar we will:

  • explain what to look for in an Independent Financial Adviser
  • demonstrate some exciting new financial planning tools
  • provide a roundup of the financial markets

Please note, this webinar is solely to provide information and is not intended to provide advice or enticement to invest.

Click here to watch the webinar

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News and Events

Congratulations to Hannah Bass.

We are proud to share that Hannah Bass, from our Wealth Department, has been awarded The Certificate in Paraplanning Prize for her exceptional performance in the 2024 examination year.

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