Safeguarding your today, tomorrow & future for your family can be challenging and filled with admin… however, join us in session for a webinar with insurance experts Stanhope Cooper who will explore how you can make sure your most important assets are insured. We will cover the various types of insurance, from car and home insurance to personal liability and more. Whether you’re a first-time policyholder or looking to reassess your current coverage, this webinar is designed to provide actionable insights to give you the tools to make more informed insurance decisions.

Retirement marks the beginning of a new chapter, a time to savour life on your terms. In this session, our expert presenters will guide you through the exciting array of lifestyle options. We’ll delve into financial considerations, helping you navigate the balance between a fulfilling lifestyle and sustainable wealth management. Learn about smart budgeting, investment strategies, and how to create a retirement plan that supports your chosen lifestyle.

Discover the secrets to building a wedding fund without compromising your financial well-being. Understanding your marriage time horizon is a key consideration which will help you to create an important timeline ahead of your big day. With enough time, you’re able to explore investment options and balance your short-term goals of today with the longer term saving of your wedding vision.

Are you saving for a child? Squirreling money away each month for their future? Join us in session as we explore from creating a savings fund for education to helping them onto the property ladder, we’ll cover a spectrum of strategies designed to foster financial security and independence. As parents / grandparents / uncles & aunts / godparents / family friends save for the young generations, George Baker White AAG Wealth Manager, will explore how you can pave the way for your child’s dreams to flourish.

In a world of uncertainties, your family’s financial well-being is your greatest priority. Oliver Tunnicliffe, Director and Chartered Wealth Manager, will guide you through the essentials of comprehensive financial protection, covering topics from life and health insurance to emergency funds and estate planning. This engaging session will empower you to navigate the complexities of safeguarding your family’s financial interests, ensuring that you’re well-prepared for whatever life throws your way.

Join us to optimise your pension as we address key retirement planning considerations with AAG Wealth Manager, Dan Browne. Map out your retirement needs, explore investment options, and develop a personalised pension plan that aligns with your financial goals. From pension fund management to maximising employer contributions, we’ll cover the essentials you need to know to ensure a robust and secure retirement future.