0844 967 2567
enquiries@plannedfuture.co.uk

Financial Planning Workshop

Mid-Career Financial Planning Workshops

These events are designed to help support your employees from a range a different demographics. The workshop can be offered ready made or made bespoke using our financial wellbeing questionnaire. 

Financial Planning Workshop

The seminar covers a wide range of issues relevant to planning your financial affairs both now and for your future. Looking at your finances now at the mid-career stage can give you enough time to make a significant difference to your future financial goals

This seminar will include sessions on:

  • Personal Budgeting
  • Reducing your Outgoings
  • Mortgages
  • Taxation
  • Protection
  • Making a will

A bit more about

The speakers at our financial planning workshops

Every seminar or course is different. That is why we have developed a panel of speakers with a wide range of experience. Some speakers have financial expertise and others specialise in the social and psychological aspects of preparing for retirement. Below are examples of who you might meet. 

Ian

Occupational Psychologist

Ian is an experienced Organisational Psychologist and trainer within the areas of Occupational Wellbeing and Workplace Psychosocial Risk. Previously Ian was employed as the Wellbeing Adviser for Airbus Operations Ltd and was instrumental in the provision of workplace mental health support in a manufacturing environment.

Kate Pierce, Charted financial adviser in circle portrait

Kate

Financial Adviser

Kate is Advanced Diploma qualified and has achieved Chartered status. Not content to stop at Chartered status, Kate has progressed even further and is now a Fellow of the Personal Finance Society. Kate believes it is important to simplify jargon and complex financial matters for clients to help them make wise decisions.

Martin Smith, Charted financial adviser in circle portrait

Martin

Financial Adviser

Having started in Financial Service in 1998, Martin has worked in a wide variety of customer facing roles, covering advice on investments, pensions, mortgages and protection.  Martin is now now a Chartered financial adviser and regularly supports our seminars in the South East of England. 

What our clients say

Customer Reviews

Planned Future has provided retirement and mid-career seminars to staff at Bournemouth University since July 2017. Feedback has always been extremely positive and I believe they provide excellent value for money. Staff at Planned Future are always helpful and are proactive in making recommendations to us as well as being open to our feedback and suggestions. Overall a very positive experience.
Bournemouth University
Planned Future were really easy to work with and both seminars (Retirement & Mid-career financial planning) were well run with trainers providing substantial and in-depth knowledge on a variety of topics. These seminars generated interesting discussions and provided many useful new insights for delegates to take away.
Oxford City Council

Some important

Financial Planning Workhop Details

We offer a range of different pre retirement seminar and courses to fit around your organisation. However, if you have something specific in mind that doesn’t fit in with the below, just let us know. All our workshops can be made bespoke. 

Seminar Time

Our financial planning workshop can range from small 30 minute lunch time seminars all the way up to a full day. As will all of our seminars and courses, all events can be made bespoke to fit around your organisation. 

Learning outcomes

  • Learn how to manage your finances
  • Understand how to protect your family financially
  • Consider the options for saving and investment
  • Learn how to increase your retirement income
  • Identify the personal and financial actions which will make the most of your finances
  • Start the process of planning towards a successful retirement

Locations

We are able to host out financial planning workshops for organisations throughout the United Kingdom. Events can also be offered as a webinar. 

Why Planned Future?

  • Qualified Presenters
  • Bespoke Seminars
  • National Coverage
  • Great Feedback
1 %

Of attendees would recommend the event they attended to a friend or colleague

Would like to learn more?

Planned Future are able to hold a range of financial planning workshops for organisations throughout the United Kingdom. To learn more and have a free agenda prepared, simply complete the form on the right. 

Chester

0844 967 2567

London

020 7692 0567