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 eligible for a free, no obligation one hour financial planning consultation with one of the FSA-registered firms supporting these workshops: Mazars Financial Planning or Smith & Williamson Personal Financial Planning.
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
Luke Brooks, Director, Smith & Williamson
Luke joined Smith & Williamson in 2005 after attaining the Advanced Financial Planning Certificate (AFPC) qualification with Kingston Smith Chartered Accountants.Luke is a Director in the Personal Financial Planning team and advises partners of law firms, entrepreneurs, sports professionals and other private clients on their financial planning needs, specialising in pension funding and retirement planning.Since joining Smith & Williamson Luke has completed the Advanced Diploma in Financial Planning and was granted Chartered Financial Planner status in 2007 following distinctions in several of the exams, including Pension Funding Options, Investment Planning and Pension Planning.
Paul Garwood, Director, Head of Personal Financial Planning, Smith & Williamson
Paul is a Chartered Accountant, Chartered Tax Adviser, a member of STEP and Fellow of the Personal Finance Society who specialises in financial planning for high net worth individuals and families. He joined Smith & Williamson in 1996 and is head of personal financial planning. He has 30 years of professional experience and is able to call upon a wide range of skills when advising clients. His expertise in financial planning and tax related matters extends to overseas tax, investment and pension issues, and he advises, primarily, executives and professionals from a wide range of business disciplines as well as high net worth families.
Nicholas Hamilton, Private Client Financial Planner, Mazars Financial Planning Ltd
Nicholas listens to the needs of his clients and encourages thought-provoking discussions regarding their financial and lifestyle objectives in order to develop tailored financial planning strategies aligned to their specific goals. He is adept at providing advice in relation to all personal financial planning related matters, whether related to retirement planning, tax and estate planning, funding for particular objectives (such as school fees or long-term care costs) or wealth management and is also skilled in advising on personal or business protection requirements.
James Robinson, Private Client Financial Planner, Mazars Financial Planning Ltd
James is a Chartered Financial Planner, with the Advanced Diploma in Financial Planning. His achievements have been recognised by Citywire Magazine two years in a row, being named one of the ‘Top 35 Next Generation Advisers’ 2017 and 2018. He was also runner up in the FT’s Money Management Award for Multi-Asset Planner of the year 2018.
James’s focus is building lasting relationships with clients, piecing together previously disparate circumstances to maximise family wealth and meet clients’ objectives. His areas of expertise include planning for retirement, estate planning, tax planning and investment allocation. This includes working with business owners, as James is a member of the Entrepreneurial Business team at Mazars LLP.
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.
Making financial preparations during your working years is crucial to ensure you get the lifestyle you want in retirement. If you’re part of the ‘baby boomer’ generation that’s on the cusp of retirement, you’ll want to know that your hard-earned cash is working for you now, as well as when you finally decide to hang up your hat. Our specialists advise on all aspects of pension planning, so we can help you make choices that will benefit you and future generations. Our services include:
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