I am delighted to invite you to “Why Planning is important” a virtual client event hosted by Ross Cameron, Head of Business for St. James’s Place, with special guest speakers:
David Robertson - Investment Manager
Tony Wickenden - Director, Technical Business Development
Diane O'Connor - Wealth Management Consultant
This seminar will give you expert insight and opinions into the value of good financial planning, the horizon on Taxation change and how best to keep updated with your investments whilst reaching your financial goals.