Later Life Financial Planning Event

Later Life Financial Planning Event

Join Colin Thomas of Catalyst Financial Consulting LLP, a Chartered Financial Planner and Fellow of the Personal Finance Society, for an informative and relaxed discussion on later life financial planning. Discover the impact of recent Budget updates, explore inheritance and funding options, and take part in an open Q&A session.
Later Life Financial Planning Event

Later Life Financial Planning Event

Event is on to at Richmond Villages Witney

Planning for the Future with Confidence

Richmond Villages Witney is pleased to welcome Colin Thomas of Catalyst Financial Consulting LLP, a Chartered Financial Planner and Fellow of the Personal Finance Society, for an insightful presentation on later life financial planning.

This informative and relaxed session will explore the latest Budget announcements and what they could mean for you and your family. Colin will also discuss key aspects of planning for later life, including inheritance gifting, funding options, and broader financial considerations designed to help you make informed decisions for the future.

There will be plenty of opportunity to ask questions during an open Q&A session, allowing attendees to raise topics that matter most to them.

Whether you are planning ahead for yourself or supporting a loved one, this event offers valuable guidance and expert insight in a welcoming setting.

To book your place, please get in touch with the team on 01993 894 000 or email [email protected]