Change Is Good!

In February 13, 2015
Comments off
887 Views

 

As you know, we are experts in Wills, Trust & Estate Planning. Every month, usually twice a month, we run Public Seminars on this subject.

On 29th January, we held our first Seminar of the new year! This one was even more exciting for us than others, as it was the premier of our new Presentation! (Roll out the red carpet!)

We are always looking for ways to improve and evolve, so that we can continue to provide the best service possible and continue to be one of the leading Financial and Estate Planners in the country. So we changed things up a bit!

Introducing the Clarke Family!

Family TreeAs you can guess, the Clarke Family do have a few problems that require them to have specialist Planning in place, to help them solve things such as Inheritance Taxation and keeping their wealth in their family bloodline.

Our Seminar takes our guests through the Clarke Family case study, highlighting how we helped this particular family with their Planning.

Now I can’t give too much away, so to hear more, why not reserve places at one of our next upcoming Seminars?! The details are on our Events Page, so just call me to save your seat!

 

Your capital is at risk. Investments can fluctuate in value and investors may not get the amount back they invest. Past performance is not a guide to future performance. Tax rules can change at any time.
Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, Auto Enrolment, Tax Advice and Estate Planning.
The opinions contained within this blog, do not constitute financial advice and no action should be taken based on this content alone.

Jasmine has been a qualified Financial Planner since 2008. She has also been a member of the Society of Will Writers since 2012. She is passionate about helping Clients build their wealth and achieve the financial lifestyle they desire. Her areas of expertise are that of Savings, Investments, Pensions and Retirement Planning.

Comments are closed.

Statement

Redwood Financial Family Wealth & Estate Planners Ltd is Directly Authorised and regulated by the Financial Conduct Authority. FRN number 774469.

Disclaimers

The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, Auto-Enrolment, Tax Advice and Estate Planning. Your capital is at risk. Investments can fluctuate in value and investors may not get the amount back they invest. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. https://register.fca.org.uk/

Contact us

Telephone: 01489 877547
Email: info@redwoodfinancial.co.uk

Company information

Redwood Financial Family Wealth and Estate Planners Ltd Company Number: 08926661
Registered Office Address: Wellesley House, 204 London Road, Waterlooville, Hampshire,