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.

 

Inheritance Tax Planning seminar

Tuesday 29th March 2022
10am-12pm

Queens Hotel, The Promenade, Cheltenham GL50 1NN

Inheritance Tax Planning seminar

Wednesday 30th March 2022
10am-12pm

Clevedon Hall, Elton Rd, Clevedon BS21 7RH

Retirement planning seminar

Tuesday 5th April 2022
6pm-8pm

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

Inheritance Tax Planning seminar

Wednesday 6th April 2022
10am-12pm

Roman Baths, Abbey Churchyard, Bath BA1 1LZ

Inheritance Tax Planning seminar

Tuesday 26th April 2022
10am-12pm

Queens Hotel, The Promenade, Cheltenham GL50 1NN

Inheritance Tax Planning seminar

Wednesday 27th April 2022
10am-12pm

Leigh Court Business Centre, Pill Rd, Abbots Leigh, Bristol BS8 3RA

Inheritance Tax Planning seminar

Tuesday 10th May 2022
10am-12pm

Macdonald Bath Spa Hotel, Sydney Rd, Bathwick, Bath BA2 6NS

Retirement Planning seminar

Wednesday 11th May 2022
10am-12pm

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

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.