EVENTS AND SEMINARS
Expertly led wealth management seminars from Four Wealth Management
At Four Wealth Management, our financial advisers run regular complimentary seminars. Seminar topics include investment planning, retirement planning and inheritance tax mitigation to help you to make more of your money. The aim of the seminars is to help outline options available to you to restructure your finances tax-efficiently to help you to preserve and grow your wealth. The seminar will also improve your understanding of savings and investments as well as giving you a brief update on the current market and any legislative changes regarding pensions, ISA’s and tax planning.
We run seminars across the South of England including Bristol, Cheltenham, Cirencester, London, Cardiff and Devon. If you cannot find an upcoming event in your area, please contact us on 0117 973 0500.
You can book a place for you and a guest by filling out the form below or phoning us on 0117 973 0500.
Retirement Planning seminar
Tuesday 19th October 2021
6pm – 8pm
Churchill War Rooms, King Charles St, London SW1A 2AQ
Retirement Planning seminar
Tuesday 9th November 2021
6pm – 8pm
Cheltenham Racecourse, Evesham Rd, Cheltenham GL50 4SH
Retirement planning seminar
Wednesday 10th November 2021
6pm-8pm
SS Great Britain, Gas Ferry Rd, Bristol BS1 6TY
Retirement planning seminar
Thursday 4th November 2021
6pm – 8pm
Chelsea Football Club, Stamford Bridge, London, SW6 QHS
Retirement planning seminar
Tuesday 16th November 2021
6pm-8pm
Churchill War Rooms, King Charles St, London SW1A 2AQ
Book your place now
The value of an investment with St. James’s Place will be directly linked to the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
