Tuesday 22nd May – 09:30 – 11:00

Taking place at Chester Racecourse

Our complimentary event is specifically designed for local business owners and directors to help with financial planning.


We will be discussing:

Personal Planning

  • Personal Investments – Key Insights
  • IHT – New Allowances & Planning
  • Pension Freedoms – What do they mean

Corporate Planning

  • Cash Management – Making the most of cash
  • Key Person Cover – Your most valuable assets
  • Staff Benefits – Quick wins


Recent Research highlighting the need for financial planning has found that:

  • 53% have not reviewed how much their pension pots are worth in the last 12 months
  • Seven out of 10 (71%) of UK adults with a Defined Contribution scheme were not aware of any charges on their pension
  • 17% of consumers who have accessed a pension pot report fully withdrawing their pension pot in the last two years


Places are limited so book now to avoid disappointment by following the link or calling on 01244 317 111