Upcoming Event!.. Next Generation Workshop

By Kieran Drew
In September 27, 2017
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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 the Next Gen 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.

This event will be held on Tuesday 17th October 2017 at 5.30pm-7.30pm, at our offices: Michelmersh Barn, St Clairs Farm, Wickham Road, Droxford, Southampton, SO32 3PW.

The cost to attend this exclusive event is as follows:

 

Family Clients & Guests:                     Free of charge, inclusive benefit of your program.

Standard Clients & Guests:                 50% discount to just £25.00 per person.

Customers & Guests:                          Full price of £50.00 per person.

 

This is a non profit event and all proceeds will support our nominated charities for 2017, which are Rowans Hospice, Sick Children’s Trust and Two Saints.

Places are strictly limited to just 12, so please reserve your family’s places now! Just call Kieran on 01489 877547 and he will make the necessary arrangements for you.

We look forward to welcoming your guests in October!

 

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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,