Join us for our Networking Hub on Wednesday 10th May, 4pm - 6pm here at the Basepoint Winchester Centre. Our Networking Hub is a largely informal event. A chance to broaden your business network and meet like minded people in business.
Our Guest Speaker will be Steve Hyde, Wealth Management Representative of St. James Wealth Management.
The talk will provide a Generic Financial Planning ‘Health Check’ - a presentation on various aspects of financial planning everyone should consider which includes the benefits and features of life cover, the importance of having a valid Will, Power of Attorney & Trusts where relevant, the impact of long term sickness/critical illness diagnosis and options to consider. The main features and flexibility associated with a retirement plan, saving for a rainy day, deposit rates, the impact of low interest rates including a look at mortgages. Tax efficient investment planning, business owned insurance policies and the benefits of employer funded pension schemes. All of this against a challenging economic climate and unexpected world events – Brexit and the US election result being the major headlines.”
Information from St. James's Place:
Your home may be repossessed if you do not keep up repayments on your mortgage.
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 will therefore go down as well as up. You may get back less than you invested. Equities do not have the security of capital which is characteristic of a deposit with a bank or building society, as the value & income may fall as well as rise. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief is dependant on individual circumstances.
*Will writing and Powers of Attorney involve the referral to a service that is seperate and distinct to those offered by St. James's Place and along with Trusts are not regulated by the Financial Conduct Authority.
Stephen Hyde Wealth Management 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 at www.sjp.co.uk/products