Helping to grow and protect our client’s wealth is the most rewarding element of what we do. However, our greatest passion is when our client relationships extend across the generations, allowing us to deliver true family wealth planning, ensuring financial security for generations to come. The purpose of this workshop is to help educate and support the next generation in building and protecting the family wealth.

Do you have a child, grandchild, niece or nephew who is terrible with money?

Do you have family, who have questions about their pensions, wills or savings, but don’t have anyone to ask for advice?

If, so the Next Generation Workshop is for them!

 We will cover the need to know basics on Wills, Trusts, Savings, Investments, Pensions and Life Insurance. All of this will help them to understand your family’s planning already in place and take control of their financial future and security. Anyone from 18 to 80 will get something from this workshop.