Shenstone House- FMB Office
Financial Planning works best with joined up legal and tax advice. We work with many solicitors and accountants across Cumbria and Lancashire to make sure our clients get the best outcomes.
For this event Roger Jackson our Director of Financial Planning will walk you through some case studies and examples of how Financial Planning has benefited his clients.
We will have a panel on hand for a Q and A session afterwards so you can pick our collective brains.
- Breakfast Buffet
- Case Studies
- Q and A
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