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As the current tax year draws to an end, professionals will have specific needs when it comes to their personal finances but may find that they don't have the time to focus on them. It's extremely important to ensure that you know what allowances you have available and how to use them effectively.
In partnership with Evelyn Partners, join Ann-Marie Atkins, Managing Partner and Lucinda Johnson, Director, as they talk tax year end, pensions and investing. You will also have the opportunity to get your questions answered by our experts.
Ann-Marie Atkins, Managing Partner, Evelyn Partners Financial Planning LimitedAnn-Marie is a multi-award winning financial planner who has worked in the financial services industry since 1995 and heads up Financial Planning in the North West. She works with many business owners, high net worth clients and complex families to ensure they are linking planning in all areas to meet their long term objectives. Part of this means that Ann-Marie spends much of her time working with Solicitors and Accountants collaboratively. Ann-Marie is a Chartered Financial Planner and Fellow of The Chartered Insurance Institute.
Lucinda Johnson, Director, Evelyn Partners Investment Management Services LimitedLucinda joined the firm in 2007 having graduated with a 1st in History from the University of Lancaster. Lucinda provides bespoke investment management advice to a wide range of private clients including, pension assets, companies, family trusts and charities across the country. Lucinda is a Chartered Fellow of the Chartered Institute for Securities and Investments.
Evelyn Partners is an award-winning financial planning and investment company that builds on a heritage of more than 180 years. Our clients include, private individuals, families, business owners and charities and we look after more than £25 billion on their behalf. At Evelyn Partners we don’t have a ‘one size fits all’ approach – our service is personal to you. Your personal wealth is our personal responsibility. Evelyn Partners Financial Planning Limited and Evelyn Partners Investment Management Services Limited are authorised and regulated by the Financial Conduct Authority.
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