About this Event
Are you looking for clarity or financial security when it comes to personal finance?
Come and join us at our monthly Financial Planning Drop-in Clinic at Clockwise Cheltenham - Coworking & Office Space on the the 2nd Tuesday of every month.
During these sessions we can help you to identify your financial goals and provide guidance on the following:
- Retirement Planning
- Investment Planning
- Protection Planning
- Tax and Estate Planning
- Business / Corporate Services
There is also the opportunity to ask any burning questions you may have when it comes to any other aspect personal finance.
🗓️ Book today to secure your slot!
Hampton James Financial Associates Ltd, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at http://www.sjp.co.uk/privacy
Hampton James Financial Associates Limited 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 http://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.
SJP Approved 31/07/2024
Event Venue & Nearby Stays
Clockwise Cheltenham, Festival House,, Jessop Avenue, Cheltenham, United Kingdom
GBP 0.00