LIFT your finances
Join James Potter and Edward Backhouse, Chartered Financial Planners, for a FREE opportunity for everyone - from city professionals to entrepreneurs to ask them any questions about your finances.
James and Edward can help you answer questions such as:
*When can I afford to retire, and how much can I spend?
*Are my pensions/investments invested in the right way?
*Am I saving/investing enough each month?
*Should I overpay my mortgage vs investing?
*Is my lifestyle protected if I get ill?
*How can I make the most of my wealth?
On Wednesday, August 10th and Thursday, August 11th we are offering 30-minute sessions from 07.30 am - 6.00 pm. Virtual sessions are available over Teams and Zoom, or come and visit us in person in our Altrincham office.
To sign up please click the day below you'd like a session and you will be directed to our online booking form.
The contents of the session are for information purposes only and do not constitute individual advice.