Your Future, Your Plan: Let’s Talk About Retirement

Are you on track for the retirement you envision?

Join us for a no obligation, expert-led seminar that will help you take control of your financial future. Whether you’re nearing retirement or just starting to think ahead, this session will equip you with practical strategies and professional insight to plan with clarity and confidence. 

Why attend?

Retirement planning can feel overwhelming, but it doesn’t have to be. This seminar will break down the key steps you should take now to secure the lifestyle you want later. You’ll learn how to navigate today’s financial landscape, build long-term investment strategies and make the most of your pension and estate planning options.

Who should attend?

• Individuals approaching retirement who want to plan their next chapter with confidence
• Anyone looking to understand and reduce potential inheritance tax liabilities
• Professionals wanting to get ahead by starting their retirement planning early
• Those interested in creating a clear, personal financial roadmap for the future

What you will learn

• A practical overview of the current financial climate
• Smart investment strategies to aim for long-term growth
• How to optimise your pension contributions and allowances
• Effective inheritance tax planning and estate strategies

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

Meet the Speakers

Neil Fisher
Investment Specialist, St. James's Place

Daphne Ashford-Smith
Chartered Financial Planner, Peter Harding Wealth Management

Hosted by:

Arah Perrett
Development Management, Peter Harding Wealth Management

Our speakers bring together decades of experience in retirement planning, investment management and wealth preservation.

Seats are limited - secure your place now to gain expert insight and start building a retirement plan that works for you.

Buffet lunch will be provide. Please provide your dietary requirements upon registration.

Any questions about the event? 

Contact peterhardingwm@sjpp.co.uk or call 01747 855554