Philip Moody
Client Seminars
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Typical agenda:
- Review and outlook for 2012
- The effects of interest rates and inflation
- What's happening in the markets
- The St. James's Place approach to Investment Management
- Financial planning strategies including pensions and long term care
- Tax Planning
- Investing for income
- Inheritance tax solutions
Please contact Philip Moody on 07876 394869 or complete the Enquiry Form to register your interest in attending an event.


