Financial Education and Advice Services
We offer a range of financial education and advice services, which includes:
- A program of presentations and seminars
- One to one surgery
- Employee financial advice to cover a particular area or holistic financial planning
The seminar topics we offer are:
Family Financial Planning - Long-Term: 1hr Age 30-50
- Financial planning priorities short and medium term savings
- Saving for children and longer-term investments
- Pensions long term care and estate planning
Mortgages: 1hr
- All Borrowing limits
- Buying and mortgage process with best rates guidance
- Government schemes
Savings & Investment -Short-Term: 45 mins
- All financial planning priorities
- Short-term savings and longer-term investments
- Financial risk vs return tax efficiency
Legal Clinic (Organising Your Estate): 30 mins 50+
- Inheritance tax limits gifting to reduce IHT and rules
- Making a will, intestacy rules and power of attorney
Finances Fit for the Future: 1hr 18-40
- Financial planning priorities
- Emergency funds and savings- basic debt lessons
- The wonder of compound interest protection
- Short and medium-term savings
- Mortgages (content as above)
Retirement Planning: 1hr 50+
- How long will you live?
- Pension choices: annuity, cash, flexibility
- Building the jigsaw state pension
- Type of pension and pension limits
Thinking About Retirement: 1hr
- How long will you live?
- Building the jigsaw state pension
- Type of pension and pension limits
Bonus Waiver: 30 mins
- Bonus tax benefits, bonus exchange annual and lifetime allowance
- Building your pension
Redundancy Counselling: 1.5 hrs 1-2-1
- Redundancy counselling is a 1-2-1 session. Following a seminar, we can offer each candidate 1-2-1 sessions with one of our Chartered financial planners to discuss their personal financial needs and priorities
Get in touch
If you think your employees would benefit from our financial education and advice services, please get in touch.
