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#FinanceFriday

Book yourself into one of our financial wellbeing themed webinars and listen to keynote speakers discuss their area of expertise. We always have a live Q&A, so make sure you take lots of notes and are ready to ask your questions, putting our fantastic speakers through their paces!

9th May

Planning Your Tomorrow: Investment Strategies to Grow Your Money

Discover various long-term investment strategies to grow your wealth and secure your financial future. Planning Your Tomorrow: Investment Strategies to Grow Your Money will focus on long-term investment strategies that can help you build money and achieve financial security over time. This session will cover the core principles of successful investing and understanding your time horizons. Whether you are just beginning your investment journey or looking to refine your strategy, this webinar will provide you with the insights you need to grow your money with confidence. 

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#FinanceFriday Schedule

May 2025

Navigate the mortgage process with clear, practical guidance on securing the right home loan, including the latest updates on the mortgage landscape. Buying Your First Home: Getting on the Property Ladder is a webinar designed to guide first-time buyers through the process of purchasing a home. With property prices rising and the housing market becoming increasingly complex, this session will provide you with the knowledge and tools needed to navigate the challenges of buying your first home. From understanding the mortgage process to making informed decisions about location, this webinar will help you take confident steps toward securing your first property. 

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June 2025

Learn effective strategies for building wealth to support future generations, with practical insights on long-term savings, gifting strategies and investment planning. Moments that Matter: Saving for Your Family’s Financial Future will help you plan and save for the financial future of your family. Whether you’re starting a family, preparing for your children’s education, or planning for future family goals, this session will provide practical advice on how to manage your finances and save effectively for the moments that matter most. We’ll discuss strategies to build a solid financial foundation for your family’s long-term security and peace of mind, including recent changes to the VAT status of fee-paying schools. 

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Watch the last session

April 11, 2025

#FinanceFriday Your Money in 2025 | Strategies for the New Tax Year

Discover key financial strategies to make the most of the new tax year, navigating the post-Spring Forecast. Your Money in 2025: Strategies for the New Tax Year will help you start the new tax year with a clear financial strategy. As we move into the 2025 / 26 tax year, now is the perfect time to assess your financial situation and implement smart strategies to maximise savings, reduce taxes, and build wealth. In this session, we’ll cover essential steps to take for the upcoming tax year, key changes to be aware of, and how to position your finances for growth and security.

Discuss more in a 1:1

Financial Education services are offered by AAG Financial Education which is a trading name of AAG Private Clients Limited, registered in England & Wales. Company number: 05390261. Registered Office: Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, United Kingdom, B90 8AH. AAG Financial Education services fall outside of wealth management advice and are separate and distinct to the services offered by St. James’s Place. They are therefore not covered by neither the St. James’s Place Guarantee, which is solely reserved for wealth management by representatives of AAGSJP (trading as AAG Wealth Management).

AAG Private Clients Limited (Trading as AAG Financial Education) introduces to AAGSJP Limited (trading as AAG Wealth Management) who are authorised and regulated by the Financial Conduct Authority.