Join us at The Business Club Summer Event 2019 where we will be joined by guest speakers, David Castle and Paul Kavanagh of St James’s Place Wealth Management who will be discussing the vehicles that can be used for pension planning.
Preparing for your longest holiday
Pensions can be complicated and the need for specialist advice has never been more necessary to ensure your longest holiday is enjoyed without unnecessary money worries and stress.
As well as pension planning, David and Paul will be focusing on why pensions are tax efficient in life and on death, and the impact pension freedom and flexibility has had.
Paul has over 25 years’ experience in financial services and is a Chartered Financial Planner as well as a Fellow of the PFS and a member of SOLLA, a specialist qualification in advice for the elderly. Prior to his current role, Paul’s background has seen him hold senior roles at HSBC and Halifax banks until joining St James’s Place 7 years ago.
David, joined the St James’s Place team in May 2014 as a Client Relationship Manager. His role involves managing our existing clients while growing our client base. Building and maintain long term relationships with clients. David brings a positive, dynamic and enthusiastic energy to the team and he is a passionate and dedicated professional with over 20 years’ experience in customer services from Retail Management, the Airline Industry and Financial Services.
We hope you can make it.
Harts Limited & SAS Daniels LLP
Layout and timings of the event:
- 11.45am: Registration and networking with coffee served on arrival
- 12.00pm: Event begins
- 12.25pm: Guest speaker
- 12.40pm: Q&A session
- 12:45pm: Two course lunch (including table swap between courses and two spotlight speakers)
- 2.00pm: Finish
Key details and how to book:
- Date: Wednesday, 19 June 2019
- Location: The Tytherington Club, 90 Dorchester Way, Macclesfield SK10 2JP
- Cost: £22 per person
- Bookings: please book through our Eventbrite page: https://tbcsummer2019.eventbrite.co.uk