If you're looking for practical advice about what you need to do to ensure you can retire comfortably, make sure you book your place on this workshop which will equip you with the tools you need to help you plan ahead.
Join us for a highly-practical morning workshop where you will learn more about the tools you can use to make the right financial decisions for you and your loved ones.
Attending will help you get answers to the fundamental questions:
You will acquire top tips from industry professionals about the latest innovative pension drawdowns, different investment strategies and financial modelling to help you manage cash flows efficiently and boost your net income after tax.
The sessions are dynamic and will be adapted to address key issues raised by participants.
Places are limited to ensure you will have ample opportunity to interact with the speakers and get the guidance you need. Please note, refreshments and lunch will be provided for all attendees.
When you book your place you will be automatically registered for a free, no obligation financial planning consultation with Mazars Financial Planning the FSA-registered firm supporting this workshop. If you would prefer not to receive a free consultation, you will have the opportunity to opt out at delegate registration on the day.
Pre-retirement: how much will I need to retire comfortably?
Managing your secure income
Making the most of unsecured income
Investing in retirement
Practical cash flow modelling and how various planning steps can improve your position
Nick Nesbitt, Director, Financial Planning (Manchester)
Nick is a Chartered Financial Planner and Chartered Wealth Manager and has worked for Mazars for nine years. He worked very closely with the ICAEW in London running the retirement and Wills/Inheritance Tax (IHT) planning events at Chartered Accountants' Hall and is now working with the institute to offer these events nationally, including in Manchester where he is now based. Nick specialises in retirement, IHT and investment planning and has a particular focus on advising professional individuals. He is an advocate of using financial modelling to demonstrate the rationale behind financial planning advice given to clients.
Daniel Foy, Assistant Manager, Financial Planning (Manchester/Liverpool)
Daniel is a Chartered Financial Planner and a current member of the Chartered Management Institute. Daniel joined Mazars in 2018 having spent five years training at another Chartered Financial Planning firm. He works closely with business owners and HNW individuals, specialising in financial modelling. Daniel helps clients to build an understanding of their own financial position and provides advice on areas such as pensions, retirement and protection to ensure clients continue to realise their goals.
George Lagarias, Senior Economist, Wealth Management (National)
George Lagarias joined Mazars Wealth Management in 2016 as Senior Investment Analyst, focusing on macroeconomics and investment strategy, actively contributing to the firm’s investment house view. He has 12 years of experience in the financial markets as an Investment Analyst, Fund Manager and Investment Writer for a number of financial institutions in the UK and Greece. Prior to joining Mazars, George worked as Investment Writer in Close Brothers Asset Management and EFG Asset Management. He spent 4 years as a Fund Manager in Marfin Asset Management where he was responsible for the firm’s range of multi-asset class Fund of Funds as well as managing two equity funds. He has also worked as an investment analyst and portfolio specialist at the wealth management divisions of EFG Eurobank and Alpha Bank. George is IMC and CF30 certified and holds an MBA and a BSc in Accounting and Finance.
Mazars is an international accounting and advisory partnership with offices in 73 countries around the world and 14,000 professional staff globally. Within the UK Mazars LLP are ranked 8th by audit fee income.
The Mazars Private Client team offers a full range of services to families, business owners, trustees, entrepreneurs, high net worth individuals and non-UK domiciliaries. The team blends skills from across our financial and tax planning professionals, into an integrated, client focused offering. As a result, we have a wealth of experience dealing with, personal tax, wealth management and pension issues.
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