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No matter what your retirement holds, we're here to help you plan ahead and enjoy it.
Join us for afternoon tea and a presentation by three leading local advisory firms on the benefits of joined-up thinking and sensible planning as you and your family prepare to enjoy your retirement.
Retirement Seminar | Thursday 18th April 2013 | 4:00pm | Cannizaro House
Click here to RSVP and book your place now.
Pension planning and Long Term Care Recent changes and strategies – some simple truths amidst the rhetoric.
Wills, Trusts and Good Housekeeping Ensuring your wealth passes to your preferred beneficiaries (who may not include George Osborne)
Benefiting from your assets Maximising income for a new life style
About the speakers
Anne Irvine, Private Client Director at WSM Partners Anne specialises in tax planning and advisory work for private clients and is experienced in advising on all UK personal taxes.
Duncan Macpherson, Financial Planner at Blacktower Financial Advisers Duncan has a wealth of experience both understanding and creatively analysing clients’ needs.
Katherine Carroll, Partner at Ormerods Solicitors Katherine is a partner at Ormerods Solicitors in Wimbledon and her main area of expertise is wills and estate planning.
Amanda graduated from Brunel University, with a joint honours degree, achieving a BSC and BA degree in Leisure Management and Television and film studies. Amanda started her career in a customer service role before joining the hotel group Le Meridien as an Events coordinator, she was in the hotel industry for seven years and during her time won an award from a major international airline for her outstanding attitude and dedication to customer service, which she achieved while working for the Rezidor hotel group in the position of Airline Crew Manager. Amanda has over 20 years experience in customer relations and event management.
