In order to keep my clients up to date with changes to policy and markets which could affect them I hold regular client events.
* Exclusive Client Day at Lumbers on Tuesday 17th October
* Pension Marketing Seminar to Approaching & Reaching Retirement – date to be confirmed
An overview of the St. James's Place Investment Approach
Investment Markets Update
How to invest to generate income
If you would like to attend, or for more information, please contact Janine.