Events

 

Join us at one of our upcoming events.

 
 

Events

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Today
  • Public Event: Women’s financial wellness webinar

    Online

    We invite you to our free, informative webinar, where we will cover financial planning with a special focus on areas most relevant to women. This webinar will take place on Wednesday 29th April  2026 12.30 - 13.15, hosted by two of our Chartered 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.

  • Public Event: Intergenerational wealth webinar

    Online

    Join our free informative webinar where we will discuss the topic of intergenerational wealth, inheritance tax and other areas of financial planning that need to be considered when passing wealth within families. Our hosts for this webinar will be two of our financial planners.

  • Public Event: Trends in Employee Benefits webinar

    Online

    Are you an HR professional, employer or compensation & benefits specialist? Join us for a free lunchtime webinar on Monday 21st September from 12.30pm to 1.30pm to hear our views on the latest employee benefit trends and how these can impact your business. Our Client Strategy Director, Malcolm Steel, will host this online session, share his insights and will answer any questions you may have.