Our financial planners, Gabriela Strug and Hitesh Jogia from Satis Wealth Management are delighted to be supporting Financial Planning Week from Monday 11th October to Friday 15th October.
Championed by the Chartered Institute Securities and Investments (CISI) it aims to promote the benefits of planning ahead and to give individuals confidence to take charge of their financial future.
They will be offering up to an hour of their time to individuals who are interested in discussing the below topics.
- Gaining clarity on your finances
- Discussing your retirement plans, savings and investment
- Leaving a tax efficient legacy
Please complete the form below to register your interest in meeting with them.