Joined Up Thinking

March 13, 2014
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Yesterday, Anne, Duncan from Blacktower and Katherine from Ormerods made the trip to Reigate to see the Early Birds WI Group.

Three case studies were used to explain how to plan ahead for retirement and issues that can be caused by not being prepared. With joined up thinking across the three professions, the team presented the tax, financial and legal aspects of retirement planning to an intently eager WI audience.

Anne, Duncan and Katherine were delighted to have so many interesting questions after and even more delighted that they were invited to stay for tea and cake. We would like to say a big thank you to Chris and Jennifer from Reigate WI for having us.

If you need any help with retirement planning, do give one of the advisors a call as they would be pleased to help.

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Anne Irvine – WSM Partners LLP – anne.irvine@wsm.co.uk or 020 8545 7629

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Katherine Carroll – Ormerods Solicitors – katherine.carroll@ormerods.co.uk or 020 8774 9501 

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Duncan Macpherson – Blacktower Financial Advisers – dmac@bfa-uk.com or 020 8336 6350


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