Achieving financial peace of mind

  • Thursday 09 March at 6pm
  • Belfast

This seminar puts you in the driving seat as you travel the road to achieving financial peace of mind.

We explore what your money means to you, delving into your financial priorities and the realities of what you need to feel secure and in control. Then we discuss how you can establish your financial goals and achieve the peace of mind that you deserve.


At the seminar:

  • How our two-expert approach to financial planning, where a financial planner and investment professional work together, can help you establish your financial goals and achieve peace of mind
  • How cashflow modelling can help you understand what’s important to you. You can also hear more about tax-efficient investing and other financial planning topics
  • The full range of services available through us. You have the opportunity to ask any questions you might have about your investments


Thursday 09 March at 6pm


The Stormont Hotel, Upper Newtownards Road, Belfast, BT4 3LP