Events

Our regular events are aimed to help you better understand your money and make your own informed decisions. 

Upcoming Events

  • Financial Planning for the self-employed
    TBD
    Financial Planning for the self-employed
    To be confirmed.
    Coming soon
    To be confirmed.
    A first in series of educational seminars aimed at helping those who are self-employed understand the unique financial challenges they are facing and how to overcome these and build and maintain a secure financial future for themselves, their family and their business.
  • Retirement Seminar - Inheritance Tax Planning
    TBD
    Retirement Seminar - Inheritance Tax Planning
    Hollies Hotel
    Coming soon
    Hollies Hotel, Bower Hinton, Martock TA12 6LG, UK
    Our second in the series of educational seminars aimed at helping those with larger estates plan to pass on as much of their wealth to their dependants as possible.
  • Landlord Expo 2019
    Landlord Expo 2019
    UWE Exhibition and Conference Centre
    Apr 02, 2019, 11:00 AM – 6:00 PM
    UWE Exhibition and Conference Centre, Filton Rd, Stoke Gifford, Bristol BS34 8QZ, UK
    Lots of exhibitors, seminars and networking to help you grow your property portfolio.