Sunday, 28 May 2017

Financial Awareness Briefings

Briefings: 1100-1200hrs / Tue 30, Wed 31 May & Thu 1 Jun / Marquee Area in Bldg 309
Drop-in clinic: 1300-1500hrs as above (20 min appointments)


Presented by Richard Hopkins of Waymarker Financial, Associate Partner Practice of St James’s Place Wealth Management.
Richard will be visiting SHAPE over the dates shown above. Briefings will cover;

· Fundamentals of financial planning
· Extant tax legislation/opportunities
· Investment principles & risks
· Q&A

If you wish to book a full and complimentary review of your personal finances, please contact; richard.hopkins@sjpp.co.uk