Friday 23rd March
Speaker – Jen Usher from Bay Tree Financial on The Benefits of Taking Financial Advice
Taking financial advice can be a daunting process which many people put off. Jen recognises this and worries people miss out on the benefits of financial advice. Therefore this session aims to:
• Explain what to expect at your first meeting
• Demonstrate all the areas you financial adviser will consider
• Help you understand what your financial adviser will do for you
• Confirm the changes due in the industry in 2013 and how you can make it work for you
• Give examples of how financial advice could benefit you
This will be a jargon free interactive session with plenty of opportunities to ask questions.
Information to follow shortly.