Financial Advisor Onsite
Financial Advisor, Brendan Bartley will be onsite to provide information and advice on all areas of finances, from savings and investments to managing your bills and repayments.
1:1 Consultations
In these one to one consultations, we will be giving you the opportunity to come and meet with Brendan. These 30 minute sessions are designed to allow you to gain a greater understanding of your finances and get some advice to overcome any current or future hurdles you may encounter. The areas covered are totally based on financial topics relevant to you.
Financial Planning Seminar @ 2pm
This topic will provide practical tips on understanding and utilising your employment benefits, maximising tax credits and allowances, and looking at investment essentials. This seminar is all about impartial advice for you, not product sales. Our Financial Advisor can help you understand the appropriate financial planning for you and your family.
Who: Financial Advisor, Brendan Bartley will be onsite.
When: Brendan will be onsite on Wednesday November 15th from 09:00-17:00. The seminar will take place at 2pm.
Do I Need to Sign Up? There is no need to register for the seminar, simply attend on the day. To book in for a one to one consultation, please choose your preferred time slot via the booking form below.