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We will meet at the Pavilion on the Upper Playing Fields from 8.30am for coffee.
Talks begin at 9am to 10am
Join us on Friday 5th December for the second insight session focussing on fundamentals of financial planning. We will cover:
Family protection – different types of insurance policies and how much is enough
Wills & Lasting Powers of Attorney – Sarah Loveless, Goughs Solicitors
You will leave with some practical steps to help you get started and feel more confident with your finances.
Maria Isaeva is a fully qualified financial planner and a Chartered Financial Analyst with over 18 years industry experience. Maria’s clients come from different backgrounds, from entrepreneurs to professionals, she has a particular focus on working parents and their families.
We will also be joined by Sarah Loveless who is a Partner in Goughs Private Client Team. Sarah specialises in Wills, Lasting Powers of Attorney, Estate administration and Estate planning and is able to support a wide variety of clients effectively plan for their futures. Sarah is a fully accredited member of the Society of Trust and Estate Practitioners ( STEP) and is an accredited member of the Association of Lifetime lawyers.
