Events

Join us at one of our upcoming events.

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Latest Past Events

Spring Client Webinar with Nathan Sweeney, Marlborough

Online

We are delighted to invite our clients to attend our Spring Client Webinar on Monday 28th April from 12.30pm to 2pm. We welcome Nathan Sweeney, Chief Investment Officer of Multi-Asset at Marlborough, as our guest speaker for this event.

Public Event: Planning for your financial future webinar

Online

It is important to both live for today and plan for tomorrow, and striking the right balance can be challenging. If you would like some tips to help you to effectively plan for your financial future, you may be interested in joining our free, informative, lunchtime webinar. Our hosts for this event will be two of our financial planners.

Public Event: How to retire well webinar

Online

With so many different retirement paths available, choosing the right one for you is now even more important, but is becoming increasingly difficult. We want you to ‘retire well’ and invite you to our free, informative webinar, hosted by two of our Chartered Financial Planners.

Past Events

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