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May in North Cotswolds: Keri Carter on The importance (and pitfalls) of writing a Will

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May 3, 2016
The Wheatsheaf Inn
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Northleach, Gloucestershire, United Kingdom, GL54 3EZ

Tuesday 3rd May

Speaker: Keri Carter on The importance (and pitfalls) of writing a Will

Keri is an award-winning Financial Planner and Managing Director of the highly-regarded Broadway Financial Planning.  Keri has a wealth of experience advising clients who are reviewing their estate planning requirements or seeking advice following a bereavement.

Keri will highlight the basics associated with writing a Will and the reasons why it’s so important to have one.  During this session, she will also highlight some examples of how the choices you make when writing a Will can result in unintended outcomes!

Broadway Financial Planning: www.broadwayfp.co.uk

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