Retire Well With Wine

Retire Well With Wine. Thurs 9th April @ 7pm, Victoria Institute, Arundel, BN18 9DG.You may also wonder about tax efficiencies and appropriate financial vehicles to save you from HMRC’s clutches on allowances & exemptions (all legal of course!).
Perhaps you have questions on Financial protection such as Life Insurance, Critical Illness Cover, Family Income Benefit and Income Protection.
All of the above and more will be covered in a short and friendly seminar, followed by ample opportunity for questions and financial topics of your choice to be answered with the right kind of “wine-ing” atmosphere.
Open Admission. Please let me know if you are coming (else there could be a Wine drought!) and for any questions in advance: [email protected] 07979811114
The value of a Pension with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Mark Boardman Financial Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc. (Which is authorised and regulated by the Finacial Conduct Authority) for the purpose of advising soley 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.
SJP Approved 05/02/2026

Event Venue & Nearby Stays

The Victoria Institute, 10 Tarrant Street, Arundel, United Kingdom

Concerts, fests, parties, meetups - all the happenings, one place.

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