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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