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Planning for Financial Security

  • 40 Bank Street Canary Wharf London E14 5NR (map)
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Morrinson Wealth Wellbeing, an organisation that specialises in providing financial education to employees and organisations throughout the UK, is offering Women in Transport members the opportunity to attend a breakfast seminar on financial planning.

The seminar has been designed by a predominately female team, to educate and empower women in the management and planning of their finances.

Topics covered will include:

  • The cost of living

  • How to get on the property ladder

  • The core principles of financial planning & investing

  • Annual tax allowances and reliefs

  • Protections for you and your family - wills, trusts and lasting power of attorney

  • Pensions

There is no obligation but, If you wish, you can book a 45 minute one-to-one consultation with a financial advisor from Morrinsons Wealth Management following the seminar. These confidential consultations will provide bespoke solutions based on an individual’s financial circumstances, goals and objectives.

Should you wish to book a consultation with a financial advisor, please contact Hannah Finlay at info@morrinsonwellbeing.co.uk

Croissants and pastries will be available and there will be the opportunity for networking both before and after the seminar.

This event is strictly for Women in Transport members. To find out how to become a member click here

We hope to see you there.

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To attend this event, please complete the form below