As we get older managing our financial affairs doesn't get any easier.
In today's world there are many financial challenges and no matter what your financial circumstances, the need for good quality advice from a trustworthy source has never been greater.
Based on feedback from our clients the subjects of:
- Equity Release *
- Wills & Trusts for Estate Planning **
Are ones which they feel the need for trustworthy advice, be it for themselves or other family members.
Our comprehensive Later Life Financial Planning Seminar shows you how to:
- Release equity from residential property for various reasons including; supplementing pension income, supporting family members, home improvements etc.
- Protect family assets for children, grandchildren and future generations of your family to provide a continuing legacy
You can attend these seminars without obligation and they will help you to understand how to effectively manage your financial affairs in later life.
Details of future seminars will be published here when available.
These dates are regularly updated so please check on regular basis.
* This is a lifetime mortgage. To understand the features and risks associated with such a product, please ask for a personalised illustration.
** Wills and Trusts are not regulated by the Financial Conduct Authority and will writing involves a service that is separate and distinct from those offered by St. James's Place.