Unlocking knowledge piece by piece

“The great aim of education is not knowledge but action.” – Herbert Spencer, English philosopher, biologist, anthropologist and sociologist

This philosophy perfectly captures the purpose of our masterclasses, which, over the past two years, have become a vital part of our holistic approach.

With over 625 clients attending sessions on topics from care planning to cyber security, their success is a testament to our dedicated team. Every detail, from engaging content to a carefully curated event experience, is designed to inform, connect and inspire. As we continue to expand our offering, we’re also excited to introduce two brand-new masterclasses which will be coming soon.

Event highlights:

The Care Conundrum

Explore care options for yourself or a loved one, learn how to protect your assets, and discover the reassurance a long-term care plan can offer.

Lasting Power of Attorney

Don’t leave it to chance – everyone should have a power of attorney to protect their financial wishes. Here, we will help you to create yours.

Right people, right money, right time

Discover the best way to support your loved ones with intergenerational strategies that can best help them and learn which ones can hinder.

Cyber security

Equip yourself with the knowledge and expertise to ensure your online experience is safe and secure. Recognise the different forms of cyber attack and learn the most effective methods of safeguarding yourself.

Relishing or resisting retirement (coming soon)

Retirement isn’t always the dream we imagine. With 58% of over-40s experiencing retirement anxiety, heightened by inflation and financial uncertainty[1], this masterclass helps you plan with confidence. Discover how to stay purposeful, financially secure, and turn retirement into a new chapter, not the end.

[1] www.moneyage.co.uk

Volatility: Friend or Foe? (coming soon)

Here you will learn how to navigate market ups and downs with confidence, and how downturns can strengthen your long-term position. Designed for all investors, regardless of experience, this is a session where we share our knowledge to deepen your understanding of market behaviour and our investment approach.