Philip Moody
Client Seminars

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.