Financial Planning Seminar 2023

What is Financial Planning, and how is it different to investing?

Registrations for this event have now closed. If you’d like to find out more about our Financial Planning Services, get in touch!

It’s often assumed that financial planning and investing are one and the same. While investing is one small part of what we can do, the truth is financial planning is a lot more varied and accessible than people think.

This seminar will provide clarity on what financial planning actually involves, including an inside look at the strategies, tools and software that help you hit your financial goals – with examples and case studies to see our process in action.

James Stephen, Director – Aintree Group Wealth, will dispel some myths, show you how to predict your financial future, and demonstrate the ways financial planning can help you in every stage of your financial journey. 

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