Social Circle brings you a night of free financial advice.
James Riley (DipPFS) of Apogee Wealth Management will offer an introductory guide in helping you understand your finances.
An opportunity to learn about the basics of financial planning, the opportunities and pitfalls.
You will be able to ask questions and discuss issues in a relaxed environment about all aspects of financial planning.
Apogee Wealth Management are a Chartered Firm of Independent Financial Advisers based in Knutsford. They work with Corporate companies and private individuals giving advice on a range of issues such as;
· Protection (against death and ill health) – ensuring the necessary provisions are in place
· Tax planning – structuring your finance is a way to maximise your allowances
· Investment planning – appropriate, robust process to help meet your savings goals
· Retirement planning – all things pensions and savings, from building a pot to the best way to take your ‘At retirement’ benefits
· Lifetime financial planning – helping with long term goals and estate planning solutions
· Employee benefits – helping business owners with appropriate plans for employees
James is a qualified financial adviser with 18 years of financial services experience and has been advising clients for over 10 years. Whilst having a wealth of knowledge and experience, James has the ability to explain in a way that gives an understanding to those with little or no past experience, whilst still being able to give a level of advice suitable to the most savvy of investors.
