Do you have a plan for your money? Are you unsure where to start? Join Mazars expert financial planners for top tips on looking after your money in your 30s and 40s.
This webinar will help those building their careers and in the “accumulation phase” of life to make sensible financial planning decisions at a time when personal financial resources are often quite stretched.
By the end of this session you should:
When you book your place, you will be eligible for a free, no-obligation one-hour financial planning consultation with Mazars Financial Planning.
Olivia Bucher, Financial Planner, MazarsOlivia joined Mazars in 2019 as a Financial Planner in the Sutton office where she looks after private clients and owner-managed businesses in the areas of pension and retirement planning, investment planning, protection and tax planning strategies. She holds the Investment Advice Diploma and Chartered member status with the CISI. She is currently working towards also achieving Chartered Financial Planner status with the CII. Olivia enjoys taking time to understand her clients and what’s important to them and providing quality advice to help them build, grow and preserve their wealth, leading to long-standing relationships.
James Robinson, Chartered Financial Planner, Mazars Financial Planning LtdJames 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.
Should you experience any difficulties booking onto the event, please go to our events support page - how to book. If you need assistance making a booking, please contact the Events Information team who will be happy to support with the online booking process.
The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
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