Let's Take It Back To Basics

Ready to feel more confident about your money?

Whether you're brand new to investing or just want to understand the basics better, this is the session for you.

Join Sophie Lodge, Financial Adviser at Eight Wealth Management, for a Financial Boot camp designed to get your finances in shape! She’ll strip finance back to the basics, with straightforward steps that make it easier to understand and take charge of your money.

What we’ll cover:
✅ What is an ISA?
✅ What is compound interest and why does it matter?
✅ Pension planning made simple
✅ The key to successful investing

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Eight Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.

SJP Approved 01/05/2025

Anyone who attends will receive a month of free membership at Cultivate Fitness, because financial health and physical health go hand in hand!

This incentive is not linked to any financial advice or services and is offered independently of any financial product discussions. No purchase is necessary. Full terms available on request.