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.

Planned Futures

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