As well as having a severe impact on our professional lives, 2020 is also likely to have impacted our financial positions. With this in mind, we are delighted to announce a webinar from Chartered Financial Planning firm Fowler Drew who will be guiding us through “Investing in Uncertain Times".
:: Agenda ::
Investment Basics – Equities, Cash, Property
Investment versus debt repayment
Why time, not timing, is key to good planning
Minimising tax to maximise returns
Implementing a smart financial plan tailored to your goals
Keeping the plan on track in a changing world
:: About Fowler Drew ::
Since 2004, Fowler Drew has been integrating Chartered level financial planning with institutional investment techniques to deliver fully-bespoke, holistic wealth management to individuals, charities and trusts at a significantly lower cost than their competitors. Boasting close to 100% client retention levels, the firm had led the way in developing a model-driven investment proposition that allows smart clients to make fully informed financial decisions.