Register for our upcoming events

Discover expert knowledge, tips and insights from our financial planning experts.

Our Lifestyle Financial Planners keep their fingers firmly on the pulse of regulatory updates, rule changes and market shifts that could affect your finances, empowering them to support you at every milestone and help you make financial decisions with confidence.

That’s why our seminars, webinars and other events focus on what matters right now, translating the latest thinking into clear, practical takeaways you can use.

Register your interest and be the first to hear about:

  • Financial Health Clinics – Private one-to-one sessions with a Lifestyle Financial Planner to review your position on pensions, taxes, IHT, mortgages and more.
  • Seminars – In-person events with local Lifestyle Financial Planners, covering the topics and rule changes most relevant right now.
  • Webinars – Live online sessions exploring key financial developments, what they mean in practice, and the actions you may want to consider.

… plus, much more.