Richard Higgs, Independent Financial Adviser and accredited Society of Later Life Advisers (SOLLA) member is delighted to present a free evening talk on later life financial planning basics.

Savings, Investments, Pensions & Inheritance Tax
Tuesday 3rd February, 6pm – 7pm
stoke lodge, shirehampton rd, stoke bishop, bs9 1bn

In this practical talk, Richard will explain how to make the most of your money later in life. Topics include:

• Making savings and investments work for you

• Understanding pension options in retirement

• Inheritance Tax planning and passing wealth on efficiently

All talks are free to attend, but places are limited.
To book your spot, please contact Amy: 0117 3636 212 / community@haroldstephens.co.uk