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We will meet at the Hare and Hounds on Lansdown Road, BA1 5TJ from 8.30am for a coffee and pastry. Talks from 9am to 10am with time after for conversation.
Bios
Maria 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.
Sarah Loveless 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.
Event info
Join us on Friday 30th January at 9am for the second insight session. We will cover:
Protect your family against the unexpected
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.
