Our financial planners Gabriela Strug and Hitesh Jogia from Satis Wealth Management, part of the Hillier Hopkins family are delighted to be supporting Financial Planning Week and are offering complimentary meetings from 11-15 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
Alternatively, email firstname.lastname@example.org and one of our advisors will get back to you.