A new regular event:
MONTHLY MONEY MATTERS
Sharon Marson ACII APFS MSc CII Cert (MP & ER)
Marson Wealth Management
Associate partner of St James Place Wealth Management
Thursday 13th July 10am – 12noon
Sharon will be available for a drop-in session from 10am until 12noon to talk about Money Matters. She is an experienced Chartered Financial Advisor, from St. James’s Place Wealth Management, and a member of the Society of Later Life Advisers.
Come and say hello, and she will be delighted to discuss any finance concerns you may have. This could include:
* Help with general budgeting
* Investment and savings advice
* How to pass on your money to your loved ones tax efficiently
* Top tips on managing your money to adapt to any future lifestyle changes you may experience
* Protecting your loved ones for future financial security
Come along at a time to suit you.