Financial Planning

In today's frenetic and complex world, a clear financial plan is essential. Finding the time to think about your future goals can be challenging especially whilst trying to run your own business, but if you don't think about it now, you could be missing out.

In conjunction with Close Brothers Asset Management, we are proud to launch a programme of award-winning financial education seminars and webinars, tailored to the individual needs of our members, providing you with access to specialist financial planners who will help guide you on a range of important areas including;

  • Tax planning - hints & tips
  • Improving your financial wellbeing
  • Planning your financial future in retirement
  • Lifetime savings & pension planning
  • Managing annual and lifetime pension tax allowances
  • Wills & estate planning

Join today...

Join today to receive access to the Close Brothers Money Talks platform. Learn exactly how to maximize your savings and begin taking control of your financial future.