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 eligible for a free, no obligation financial planning consultation with Mazars Financial Planning, the FCA-registered firm supporting this workshop.
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
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.
Jose Vilchez, Chartered Financial Planner
Jose joined the firm in 2014, becoming a Chartered Financial Planner in 2015. He has over 15 years’ experience in Financial Services and over 10 years’ experience as a Financial Planner. As trusted adviser to a number of business owners in the Yorkshire region, Jose ensures that his clients have a joined-up approach and works closely with other professionals to ensure that planning is truly holistic.
His expertise includes, retirement planning, estate planning, tax mitigation strategies, as well as advising on personal and business protection requirements. By using the most sophisticated modelling tools available Jose helps his clients forecast their future cashflow and wealth. This quantitative approach to modelling the future helps clients plan early and effectively to maximise wealth and manage risk.
As a specialist in complex pension planning, Jose helps his clients adapt to the ever changing pensions landscape and is a regular speaker on the subject. Having achieved Chartered Financial Planner status Jose is amongst a small proportion of advisers who have achieved what is considered to be the “gold standard” qualification in the profession.
Carl Ward, Partner, Director
Carl has been a financial adviser for 21 years, the last 8 with Mazars Financial Planning (MFP). Having successfully managed teams at a leading IFA and Private Bank, Carl joined MFP in 2011 to lead and grow the business in the North, which includes offices in Leeds, Manchester, Liverpool, Glasgow and Edinburgh. Under his tenure, MFP has grown significantly and through unwavering commitment to quality advice and client service, the team and individual advisers in the North have been recognised for many awards, including 2018 FT Adviser Top 100 Financial Advisers and 2018 PFS Chartered Financial Planner of the year.
Carl is a Chartered Financial Planner and Fellow of the Personal Finance Society and has developed specialisms in pensions and retirement planning, estate planning and privately-owned businesses. Working closely with accountancy, tax and legal professionals, Carl is an advocate for a joined-up approach to planning and advice. A highly motivated and enthusiastic Financial Planner and business leader, the team’s successes can be attributed to building client relationships, focussing on client needs, providing quality advice and challenging the status quo.
Natalie Wright, Financial Planning Director
Natalie is a Chartered Financial Planner and a Director of our Independent Financial Planning team. Having worked in financial services for over 18 years, Natalie has a wealth of experience helping individuals, families and business owners with all aspects of their financial planning, both UK based and Internationally. Natalie is responsible for leading the financial planning with our Entrepreneurial Business clients, which involves working closely with our audit, accounting and tax teams in order to provide a fully joined up approach to ensure that individuals can align their personal financial planning with their business planning.
Natalie works closely with clients to understand where they are now, identify what they want to achieve in the future and works with them to create a bespoke plan that can evolve with them and their business over time. Natalie firmly believes financial planning isn't just about setting up investments or arranging new products; getting to properly know a client, being able to adapt to their changing needs and understanding the challenges of running a business are key to creating a strong long-term relationship.
In 2018 Natalie was awarded the prestigious ‘Chartered Financial Planner of the Year’ title by the Personal Finance Society, having been a finalist in the prior two years. This is the Society’s flagship award and involves going through a rigorous three stage judging process; the ultimate winner must demonstrate superior ability across a broad range of professional skills, an extraordinary commitment to the advancement of their profession and have a focus on delivering the best possible outcomes for consumers. Natalie has also been named in CityWire’s Top 35 under 35 list for the last three consecutive years, as well as being one of their cover stars.
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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