Rapid responsibility
When you find yourself suddenly in charge of the family finances the responsibility can feel heavy. Sadly, this is the burden many are faced with as their partner who had always taken on the role, sadly passes away or no longer has mental capacity.
Our knowledgeable advisers will guide you through the early stages of what to expect, and how we can help during what for many is a stressful period.
We will also give the gentlest of introductions to the world of financial planning and investment management which will make you feel right at home, very quickly.
You will soon understand the language, feel comfortable in every aspect, and feel up to speed with the fundamentals.
Itinerary
Arrival, food and drink – 30 mins
Masterclass – 1 hour 30 mins
Finish
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