ClubAZ News

Free Wealth Management Clinics

New appointments available at Speke

Identifying and achieving your life’s financial objectives and aspirations requires careful consideration and planning. With constant changes to legislation around pensions, tax allowances and inheritance tax reliefs this has become increasingly more complicated over recent years.

Jon Pittey, an Associate Partner Practice of St. James’s Place Wealth Management will be offering you the opportunity to take advantage of a 30-minute wealth clinic on the following venues/dates:

Wednesday 12 June
Tuesday 18 June

Sessions cover the following areas:
- Developing, Maximising and Preserving your Wealth
- Making the most of your Retirement Planning and the new Pension flexibility rules inc. advice on Defined Benefit schemes
- Protecting you and your Families Wealth
- Tax efficient investments for you and your families financial objectives
- Intergenerational wealth planning – Preserving your wealth for future generations
- Protecting you and your Business’s Wealth and future

Appointments are available in half hour slots and booking is essential as places are limited. Please email if you are interested and we will confirm the times available.