Date: 28 September
Venue: Berkeley Castle, Berkeley GL13 9BQ
On Friday 28th September we will be holding our next client event and lunch at the wonderful and historic Berkeley Castle in Gloucestershire.
Please join us for a financial briefing followed by lunch and guided tours of the castle.
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.
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.
If you have any questions or require further details please contact Becky Keep, in our Client Services Team, on 0117 900 1639 or by email.