#FinanceFriday

Book yourself into one of our financial wellbeing themed webinars and listen to keynote speakers discuss their area of expertise. We always have a live Q&A, so make sure you take lots of notes and are ready to ask your questions, putting our fantastic speakers through their paces!

25th April

Retirement within Reach: Exploring Your Options

Explore strategies to maximise your pension savings and take control of your retirement planning. Retirement within Reach: Exploring Your Options will guide your retirement planning. As you next chapter fast approaches, it’s crucial to ensure that your finances are aligned with your goals for retirement. This session will explore key strategies for maximising your retirement savings, understanding your income options, and making final adjustments to ensure a secure and comfortable retirement. We’ll help you navigate the decisions you need to make in the final stretch before retirement and how to make your remaining years of work count. 

#FinanceFriday Schedule

May 2025

Discover various long-term investment strategies to grow your wealth and secure your financial future. Planning Your Tomorrow: Investment Strategies to Grow Your Money will focus on long-term investment strategies that can help you build money and achieve financial security over time. This session will cover the core principles of successful investing and understanding your time horizons. Whether you are just beginning your investment journey or looking to refine your strategy, this webinar will provide you with the insights you need to grow your money with confidence. 

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Navigate the mortgage process with clear, practical guidance on securing the right home loan, including the latest updates on the mortgage landscape. Buying Your First Home: Getting on the Property Ladder is a webinar designed to guide first-time buyers through the process of purchasing a home. With property prices rising and the housing market becoming increasingly complex, this session will provide you with the knowledge and tools needed to navigate the challenges of buying your first home. From understanding the mortgage process to making informed decisions about location, this webinar will help you take confident steps toward securing your first property. 

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June 2025

Learn effective strategies for building wealth to support future generations, with practical insights on long-term savings, gifting strategies and investment planning. Moments that Matter: Saving for Your Family’s Financial Future will help you plan and save for the financial future of your family. Whether you’re starting a family, preparing for your children’s education, or planning for future family goals, this session will provide practical advice on how to manage your finances and save effectively for the moments that matter most. We’ll discuss strategies to build a solid financial foundation for your family’s long-term security and peace of mind, including recent changes to the VAT status of fee-paying schools. 

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Watch the last session

February 28, 2025

#FinanceFriday Growing Your Money | Clarity with Capital Gains

Learn effective strategies to manage capital gains and optimize your investments for tax efficiency. Growing Your Money: Clarity with Capital Gains is the third webinar in our three-part Tax Year-End series. This session will demystify the complexities of Capital Gains Tax (CGT) and Inheritance Tax (IHT), helping you understand how to manage gains and minimise tax liabilities before the 5 April deadline. Whether you’re selling investments or planning your legacy, this session will equip you with the knowledge to make informed decisions, grow your money, and protect your assets for future generations.

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