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Date: Thursday 5th April 2018
Event: Retirement Planning Meeting
Venue: The George at Stamford – Buffet / Drinks
Details: Guest Speaker – Ian Price Divisional Director – Retirement Proposition.
Saving for retirement, including Annual Allowance and Lifetime Allowance Planning. Taking benefits flexibly, including personal, occupational and final salary pensions. Taking your pension income tax efficiently, including passing it on to future generations.
Who should attend: Existing clients including their family or colleagues. Prospective clients and professional connections. Ideal for those saving for retirement, considering taking benefits and those already taking benefits flexibly.
Website: http://www.georgehotelofstamford.com/
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.
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35 Market Place
Oakham
Rutland
LE15 6DT
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Smith Eliot Financial Management Ltd is registered in England and Wales, Number 6881752. Registered Office: Suite 18, Unit 16 A, Oakham Enterprise Park, Rutland, LE15 7TU