Let your Money Work for you!!!
Spillane & Co. Wealth Management Ltd has kindly offered to host another Financial Awareness Seminar for North Wales Tourism members.
Spillane and Company have a proven track record of presenting financial awareness / pre-retirement / early retirement seminars and workshops to both the public and private sectors.
Professional speakers will present and discuss topics designed to help attendees make key decisions that will define their future years and include:
- What your financial future looks like and how to build a secure and comfortable future
- How to plan and grow your savings whilst reducing your tax liability
- Pension and Commutation – What are your entitlements?
- The importance of Will planning and lasting power of attorney
- Health and Well Being
The event will be held at 12pm on Monday, 20th May, 2024 at Spillane & Co. Ltd. Offices, ‘The Old Bank’, 44 Conway Road, Colwyn Bay, LL29 7HT
Refreshments will be served including a complimentary buffet lunch.
Please register your attendance via e-mail Deborah.nettleton@gonorthwales.org.uk
Spillane and Co. Ltd., a ‘Senior Partner practice of St. James Place Wealth Management,’ provide this event and initial face to face advice free of any fee and without obligation to members. They also give a guarantee that any advice they provide is the best for your individual personal circumstances.
Spillane & Co. Wealth Management Ltd
Retirement Planning, Investment Planning, Inheritance Tax Planning. Providing valued advice to individuals, families and businesses in and around Wales.
07814 111053 / 014912 531729
The Bank, 44 Conwy Road, Colwyn Bay LL29 7HT
www.spillaneandcompany.co.uk
