If personal finance and pensions appear just too daunting, come and have a chat with me, PensionMan. I will strip out the jargon and explain how everything fits together: from your pension to tax-efficient investing and inheritance planning.
It’s all so much easier to understand if you’re not being bamboozled with acronyms or feeling bounced into buying financial products with little indication how much you’ll actually be paying for them.
Because I am an educator, not a fee-driven adviser, I will show you how things work so you can do as much as possible for yourself. It’s all out there, people just need a friend to show them around.
Pensions by Candlelight
Pensions by Candlelight is a unique concept in personal financial education. Join a small, friendly and relaxed dinner party to talk personal finance. Of course the dinners are informative with an experienced professional investor answering all your questions, but they are also fun. That’s not something you can usually say about someone who’s passionate about pensions!
We run dinners for all abilities from complete novices to experienced investors:
Basic retirement planning
Tax efficient investing
Leaving something to the (grand)children
Is Buy to Let for you?
If the session you require is not listed, contact us as we are usually planning multiple events at any given time.
New dates coming soon.
Corporate & Educational Events
With auto enrolment now a reality, as a business owner you will want your staff to be aware of the contributions you are making on their behalf. In turn they'll be keen to learn how to make the most of what you are offering.
Equally you may run a group or society where people would like to take control of their finances. We can ensure they learn in a relaxed and engaging manner.
Speak to us about the packages we can offer.