Lonsdale Services FREE financial planning seminars for 2017

Tuesday 17 January, 2017

Due to popular demand we are hosting a further series of financial planning seminars in 2017.  We had great feedback on our ‘Review your pension options’ and our ‘Estate Planning’ seminars from guests that attended last year.  

We have three estate planning seminars planned for 2017.  These seminars are free to anyone.  Richard Porter our independent financial adviser working in the St Albans financial planning team will present the estate planning seminar.  Richard will also host a question and answer session after his presentation.  Spaces are limited.  If want to learn more about financial planning and your options for inheritance tax planning please call Sally Danks on 01727 845 500.

FREE Estate Planning Seminar

Attend our seminar to review your options for: gifting and exemptions, trusts, life assurance, and charitable donations. 

Dates: 19th January, 23 February 2017, 2.00 - 3.15pm or 23 March 2017, from 7pm 
Venue: Lonsdale Services, 
3 Curo Park, Frogmore, 
St Albans,
AL2 2DD 
RSVP: Call 01727 845 500 or email Sally Danks at sdanks@lonsdaleservices.co.uk

Please note: 'The Financial Conduct Authority does not regulate estate planning'.

 

Latest News Next Article Previous Article