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 Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

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.