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.

Following the seminar, all attendees are offered a no-obligation financial review meeting with a financial adviser to discuss their individual circumstances in further detail.

Morning seminars commence with coffee and refreshments, followed by the presentation and a light lunch. Evening seminars commence with a drinks and canapes reception followed by a presentation.

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.

Due to the Coronavirus Pandemic we are currently unable to run face to face events, you can book a no-obligation zoom meeting with a financial adviser instead in the meantime.

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.

Inheritance Tax seminar

Tuesday 15th September 2020
10am – 2pm

Sudeley Castle, Winchcombe, Gloucestershire, GL54 5JD

Retirement Planning seminar

Wednesday 7th October 2020
6pm – 8pm

Cheltenham Racecourse, Evesham Rd, Cheltenham GL50 4SH

Retirement planning seminar

Wednesday 30th September 2020
6pm – 8pm

SS Great Britain, Gas Ferry Rd, Bristol BS1 6TY

Inheritance Tax seminar

Tuesday 6th October 2020
10am – 2pm

Thurlestone Hotel, near Kingsbridge, Devon, TQ7 3NN

Register your interest for 2021 financial planning events

To register for an upcoming an event, please fill out the form below. 

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