Join us at one of our upcoming events.
Join us at this free, informative lunch time webinar where we will present on the topic of financial protection on Wednesday 13th December 2023 from 12.30 – 1.30pm
Our hosts, Chartered Financial Planners Malcolm Steel and Graeme McInally, will provide some general information on different types of financial protection products, including life insurance, health insurances such as critical care insurance and income protection and private medical insurance. We will also cover what to consider when deciding what types of protection would be suitable for you to meet your changing needs as you move through life.
This event will demystify financial protection, providing you with a good understanding of what to consider when thinking about putting financial protection in place.
Malcolm is our Client Strategy Director and is responsible for shaping the long-term client advice strategy for Mearns & Company. He is a qualified Chartered Financial Planner and Fellow of the Personal Finance Society. He is also a member of the Society of Trust and Estate Practitioners (STEP).
Graeme is our Financial Planning Director and is also a qualified Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS), he mentors our Private Client Planning team.
You can register for this event here