Name: Will I achieve my financial goals?
Start: 2024-11-28T17:00:00+00:00
End: 2024-11-28T18:00:00+00:00
Location: Crowne Plaza Solihull, an IHG Hotel

This event is for people with investments who often ask themselves “Do I have enough?”
About this Event

About This event

This free seminar is hosted by Lucent Financial Planning and is for busy professionals, senior executives and business owners who are wondering whether they have enough.

Whether you manage your own investments, or have them managed for you, and you want to feel more confident about whether you will have enough money to stop work.

Come along to discover…

How much is enough?
Do you have enough to do everything that you want to?
The impact that inflation can have on this number
The impact costs like care fees can have on this number

Please note

This is a financial education event, so factual information only will be provided. For financial advice related to your individual situation, please arrange an appointment by contacting us on 0121 705 1000 or emailing us at [email protected].

Seminar Speaker

Luke James, Lucent Financial Planning

Luke James has been in the financial services industry since 2011 with a high level of experience in Independent Financial Advice firms. Luke holds the PFS Diploma in Regulated Financial Planning and Advanced papers in Financial Planning Process. Luke’s in-depth knowledge of the financial industry, providers and markets enables him to bring the most complex financial matters to life in a way that is easy to understand, creating tailored solutions that perfectly suit the varying aims and needs of his clients.