On Friday 29th September we held a briefing and lunch at the historic Berkeley Castle. We had an overwhelmingly positive response to our invitation letters and the places for this event were filled very quickly. We even had a waiting list for places.
We were delighted to host our event at Berkeley Castle, a medieval fortress, built in the 14th century and the history played out within Berkeley Castle’s walls make it one of the most remarkable buildings in Britain.
Tony Anderson and Simon Martin personally delivered the briefing in the Great Hall of Berkeley Castle, a magnificent room that feels grand, opulent and filled with history. Tony and Simon gave their insights on how to preserve wealth, by efficiently structuring assets to mitigate the impact of tax, as well as wider Investment Planning Strategies. Guests then moved through to the Long Drawing Room to enjoy lunch.
Following the briefing and lunch we were pleased to be able to offer all our guests the opportunity to have private guided tours with Berkeley Castle’s experienced Castle Guides. Guests were then free to exclusively enjoy the stunning grounds, which wrap around the Castle, including the elegant lily pond and beautiful terraces.
“Some very interesting comments and opportunities to explore.”
“Very informative presentation, a lot to think about, thank you for a very interesting morning.”
“Very well presented seminar and extremely useful.”
We do run a number of exclusive events each year, specifically arranged to give our guests the knowledge to develop successful financial strategies in this challenging economic climate. Our guests tell us they find our events are a perfect introduction to Anderson Financial Management and our services.
If you would like to discuss our services in more detail before our next event, or indeed arrange an initial meeting, to begin building your free financial plan, please do contact Becky in our Client Services Team on 0117 900 1639 or by emailing firstname.lastname@example.org and Becky will be happy to assist you.