WILL YOUR WEALTH LAST A LIFETIME?
Thursday 22nd June, 4.30- 7.30pm
For most of us, financial wellbeing is a key ingredient in long-term happiness. Nobody wants to run out of money, but the longer we live, the further we need our savings to stretch.
So, how can you be sure your hard-earned money will last your lifetime? And are you making the right moves to improve your financial stability today?
On Thursday 22 June, 4:30-7:30pm, Cooper Parry Wealth will help you answer those questions at our Sky View office in the East Midlands.
Join us for an overview of the investment markets. Hear the latest new tax year updates on pensions and allowances. And find out how quality financial planning advice can put you at peace with your pounds.
There’ll be plenty of time for networking too, with delicious food on offer and an interactive, mouth-watering experience led by 200 Degrees Coffee.
Key topics:
- NEW TAX YEAR PLANNING – PENSIONS, ALLOWANCES AND ALL THE TECHNICAL UPDATES YOU NEED FOR THIS TAX YEAR.
- INVESTMENT MARKETS – INVESTMENT PLANNING TIPS IN AN EVER-CHANGING WORLD.
- MAKING LIFE COUNT – THE VALUE OF FINANCIAL PLANNING ON THE PATH TO YOUR IDEAL LIFESTYLE.
Speakers
STU HILL HEAD OF ORIGINATION, COOPER PARRY WEALTH
Stu works alongside the wider Cooper Parry business to help you understand and plan your finances as efficiently as possible. This could be before and after selling your business, finding out how much money you need to live your ideal lifestyle, or offering a Second Opinion on planning and advice already in place. Ultimately, giving you peace of mind and ensuring any plan focuses on you and the people you care about, not just products. Read more HERE
DARCY NEEDHAM-JONES RELATIONSHIP MANAGER, COOPER PARRY WEALTH
Darcy helps you understand your financial goals and objectives, then builds and adapts bespoke financial plans to turn them into a reality. Having worked in financial advice for over a decade, Darcy enjoys simplifying the technically complex, advising holistically on building and managing wealth, pension planning, protection, investments, IHT and tax planning. Read more HERE
EWAN ROSIE CHIEF CLIENT OFFICER, COOPER PARRY WEALTH
Ewan heads up our team of Relationship Managers and is responsible for keeping you happy. He also chairs our investment committee. Ewan has spent his whole career at Cooper Parry and joined us 15 years ago. In that time, Ewan has helped many entrepreneurs, business owners and senior executives transition from busy, successful careers to a fulfilled life post-work. Whatever that may look like. Read more HERE
SIMON WILLIAMS RELATIONSHIP DIRECTOR, COOPER PARRY WEALTH
Simon ensures you understand the meaning behind all your numbers, linking them back to the things that matter the most to you. He’s passionate about meeting and working with new people, helping you understand how to achieve what you want, and ensuring you have the appropriate financial framework to support your lifestyle, without any nasty surprises. Read more HERE
AGENDA
4:30pm Arrival – Drinks, Networking & Fine Nibbles
5:00pm Welcome
5:10pm New Tax Year Planning – Darcy Needham-Jones
5:30pm Investment Markets– Ewan Rosie
5:50pm Interactive Experience with 200 Degrees Coffee
6:15pm Making Life Count– Simon Williams
6:35pm Wrap Up & Q&A
6:50pm Food, Drinks & Networking
7:30pm Finish
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