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 the FCA -registered firm supporting this workshop: Smith & Williamson Financial Services.
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
Sue Faiers, Associate Director, Smith & Williamson Financial Services Limited
Sue has been advising private clients and trusts on all aspects of their financial planning for over 25 years. She is qualified to advise about pension transfers and has a particular interest in lifetime allowance and annual allowance-related matters. Sue is also experienced in providing advice on the financial aspects of divorce, working closely with other professional advisers in this area.
Areas of expertise
Holistic financial planning; pension advice; financial planning on divorce; long-term care; estate planning.
Chartered Financial Planner and an Affiliate Member of Resolution.
Lee Sweeting, Consultant at Smith & Williamson Financial Services Limited
Lee is a consultant with the Personal Financial Planning team based in our Bristol office. Lee joined Smith & Williamson in 2007 and has over 15 years’ experience in the Financial Services industry. He primarily advises business owners, directors and executives in a wide range of areas, specialising in investment, pension and retirement planning. Lee is a fully qualified financial adviser and works closely with his clients, building long term relationships in order to help them achieve their financial goals.
Pensions, retirement planning, tax-efficient investments, inheritance tax (IHT), investment and protection; later life planning.
Lee is a member of the Personal Finance Society and Chartered Insurance Institute and holds the DipPFS accreditation.
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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