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 Intermediate Financial Planning Masterclass

Aim: To build a better financial future for you and your family.

Who is it for? For those who are mid-career and could do with taking stock of where they are financially.

 It might be at this stage in your life where you have  new responsibilities, from mortgages to children,  and are wondering how best to start planning for a stable and secure future.

What's covered?

  •  Saving for the short and long term
  •  Insurances, assurances and company benefits
  •  What to think about when making a will/ Power of Attorney
  •  How to boost your pension (it's never too early!)

More dates to follow


To be added to a mailing list about future CPD workshops and events, please email events@lionheart.org.uk

Helpline 0800 009 2960           or 0121 289 3300