- Masterclass
The Care Conundrum
Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.
Upcoming Events
Itinerary
Arrival, food and drink – 30 mins
Masterclass – 1 hour
Discussion (optional) – 30 mins
Finish
Lasting Power of Attorney
Don’t leave anything to chance, everyone should have a power of attorney in place regardless of age or health.
If you haven’t created yours yet, join us for a masterclass that could save a couple up to £1,882 in solicitor fees (based on research carried out by Spall Clark and Nexa Law) by teaching you step-by-step how to create the documents yourself.
If your circumstances are more complex, we still recommend attending as you will leave equipped with the information needed when engaging a solicitor.
You will get to know the terminology, requirements that surround it, the harsh reality when one isn’t in place and plenty of opportunity to ask questions along the way!
Reasons to attend
- Save on solicitor fees
- Feel in control and make informed decisions
- Learn when an attorney can act for you and when they can’t
- Understand what this document allows your attorney to do
- Have step-by-step guidance on how to create a power of attorney document
- Have clarification on any additional support you may need to put this in place
Your friendly
experts
Jonathan Brusell
Chartered Client Manager
Jonathan takes immense pride in helping his clients live the life they want, whether that means freeing them from the burden of financial paperwork or assisting them in building a sustainable life plan.
Andy Baker
Partner and Chartered Financial Planner
Andy enjoys making a real difference in the lives of his clients by constructing financial plans that enable them to focus on the things that matter most.
Events
- Masterclass
Lasting Power of Attorney
Part of our Law in Order series, this masterclass will provide you with step-by-step guidance on how to create a power of attorney document yourself.
- Social
Padel
A relaxed padel event bringing clients together for friendly competition in a sociable informal setting.
- Masterclass
Cyber Security
In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.
- Masterclass
Right People, Right Money, Right Time
How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.
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- Masterclass
Rapid Responsibility
Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.
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