Champneys Tring, Chesham Road, Wigginton, Hertfordshire, HP23 6HX
10:00 - 13:00
The briefing will be followed by Afternoon Tea and Guests are invited to enjoy the Champneys Spa facilities (Pool, Spa and Jacuzzi)
During the course of the briefing we will be addressing the topics highlighted below and CMP Financials’ founder Chris Partington and experienced advisers Andrew Mitchell and Jenny Judd will be on hand to answer any Wealth Management queries you may have.
Economic Update - Looking at the potential threats to your wealth created by the current economic climate
The St. James's Place Approach to Investment Management - How to potentially improve investment growth and mitigate tax
Will writing involves the referral to a service that is separate and distinct to those offered by St. James Place. Wills along with Trusts are not regulated by the Financial Conduct Authority.
10:00 Arrival, welcome and refreshments
The Crystal Room
10:20 Seminar commences
11:30 Tea & coffee break
11:45 Seminar resumes
12:45 Seminar concludes
13:00 Afternoon Tea is served Stanley Lief Room
14:00 Guests invited to enjoy Champneys facilities until 18:00
Timings subject to change
Throughout the year we hold various seminars and events covering a wide range of financial topics such as:
Inheritance tax planning – Are you doing all you can to look after your family’s future?
Our advisers explain why there is a need to plan and the different ways this can be achieved.
Pension Planning – There are now many more options available when it comes to pensions. Our advisers can help you to make the right choice for you.
Family Wealth Management – planning for your wealth will be safeguarded for your loved ones in years to come
End of year tax – Helping you to be as tax efficient as possible. This event covers the use of your allowances, pensions and much more.
Aspects of business exit strategies - If you're thinking ahead to the day when you'll no longer run your business, this event will help you prepare for an exit
2019 Events Coming Soon