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Laura Shufflebotham

Laura Shufflebotham

Laura Shufflebotham

Posted: 18/02/2019

Type: business

Offering

We provide informative financial planning and pre-retirement sessions to medium / large organisations, at no charge. The sessions only take one hour and are a great success with delegates and the feedback shows the courses are very well received.

 

The sessions usually take place at your business address and cover the financial challenges that employee’s face and planning for retirement.  All our speakers are experienced in providing Financial Planning sessions and the content of the presentations are generic, current and up to date.

 

The benefits of a course are:-  

Diffuse tension and worry about financial planning.

Promote a positive and caring image of your organisation.

To have a cost & time effective way of communicating with a large number of employees.

To help communicate information to smooth the transition from employment to retirement.

Reduce pressure on your Human Resources Department.

 

The courses are provided as a complimentary service, when meeting the criteria of 15 – 20 delegates.  We would recommend that the first session provides a snap shot of the following financial planning topics:

  • ·Family Protection Planning
  • ·Planning for financial security in Retirement
  • ·Savings Options
  • ·Tax – it’s boring but relevant
  • ·Estate Planning

 





Specialisms

Our core values focus upon offering an expert service of distinct quality, integrity and excellence

which in turn gives financial peace of mind to discerning clients working and retired around the

country.

We offer the benefit of a relationship to meet all of your financial needs, whether you are a working

professional looking to grow, manage, protect or preserve your wealth, you are approaching

retirement or a business owner/director looking to ensure you have the right plans in place for your

company.

Berkeley St James Wealth Management 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 at www.sjp.co.uk/products.

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