Tuesday 09 July 2024 12:00 PM - 1:00 PM
Webinar
All event fees are listed net of VAT.
Join us for the second online session of the ‘financial owner series’ where we will help you learn how to navigate the world of pension, investments and retirement planning answering questions like: -
Hosted by Independent Financial Advice Firm Independent Women, a national IFA specialising in wealth management for women providing extraordinary financial planning, tax and investment expertise.
We will walk you through the steps you need to take and the considerations to keep in mind as you approach retirement, at the point of retirement and then in retirement.
Speakers
Alexandra Llewellyn
CHARTERED FINANCIAL PLANNER
Alexandra works closely with clients to create robust financial plans, tailored to their goals over the short, medium and long-term. Alexandra specialises in investment planning, retirement planning, tax mitigation, trust and estate planning, and advising on personal and business protection requirements to ensure her clients’ financial plans are robust.
Lindsay Docherty
FINANCIAL PLANNER
Lindsey builds long-term, meaningful relationships with my clients, helping them identify goals and aspirations and creating bespoke, flexible plans to enable them and their family to achieve them. Lindsey supports clients at every stage in their financial journey, from investments and wealth management, through to protection and retirement planning.
Independent Women is a trading name of Forvis Mazars Financial Planning Ltd. Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Ltd is registered in England and Wales No 3172233 with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Ltd is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Global, a leading global professional services network.
The booking deadline for this event has now passed.
Please contact booking@womeninproperty.org.uk with any enquiries
Event Contact: Events Team
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