Please join us at our next client event and lunch, on Friday 12th May, in the Garden Room at The Penny Brohn National Centre, Pill.
As a Fellow of the Personal Finance Society, Tony Anderson will deliver the briefing, giving his insights on how to preserve your wealth, by efficiently structuring assets so as to mitigate the impact of tax, as well as wider Investment Planning Strategies.
The event will take place in the delightful Garden Room opening onto the beautifully landscaped gardens of The Penny Brohn National Centre. We have chosen this venue as Penny Brohn UK is our Nominated Charity for 2017 and this is just one of the ways we support the charity. The presentation will conclude with a two course lunch, showcasing Penny Brohn’s award winning approach to food designed to support your health. The delicious menu will be, organic, fresh and locally sourced.
This will be an interesting and informative meeting, so we do hope you are able to attend. An early reply is strongly recommended as space is limited and therefore reservations are strictly on a first reply basis. Please confirm your attendance using the ‘Reserve Your Place’ link below or by contacting the office.