Taking control of your financial life
Event Information
About this Event
In this workshop, Gemma Wood, a passionate budgeteer, will arm you with more confidence and excitement about your financial life, both now and in the future. From breaking down the financial hurdles women must overcome, to learning how to budget and create positive money habits, this workshop will give actionable ways to create a financial plan that will allow you to work smarter, have the potential to invest more, and accomplish your financial goals.
Additionally, this workshop will provide you with budgeting tools and templates as well as a Financial Review checklist to help you get financially organised and more focused on your financial planning. This workshop will focus on the financial needs of women in the UK.
What Your Ticket Gets You:
- Access to the full event (including a recording watchable after the fact)
- Participation in the live Q&A with Gemma Wood to ask your specific questions
- A downloadable worksheet to create your own annual budget/cashflow and a Financial Review checklist to keep you on track.
- The opportunity to book an no obligation, 60 minute 1-2-1 follow up meeting (held via zoom) where you can have a full financial review and get access to bespoke advice according to your own personal circumstances.
Further details can be provided by emailing gemma.wood@sjpp.co.uk.
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.
Tweed Wealth Management Ltd 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 at www.sjp.co.uk/products.