Ask a Financial Planner: Drop in Session
About this Event
Come along for a conversation with a Financial Advisor. Step back and look at the bigger picture: where you are today, where you want to be, and what you may need to consider along the way.
Taking a holistic view of your finances, we can explore everything from business planning, succession and tax, through to pensions, investments, retirement planning and trusts - depending on what matters to you.
Event Summary
Meet Georgina Nettleton, a regulated Financial Planner, for an informal 30-minute conversation about your finances.
Georgina will be at Shell Store on the first Tuesday of each month, from 9am–3pm. You can simply drop in for a conversation or, if you prefer, book a virtual appointment via the QR code.
The initial conversation is no-cost and no-obligation, giving you the opportunity toask questions, take stock of where you are today and explore what you may want toconsider next.
You dont need to have a particular financial decision or question in mind. It is simply an opportunity to step back, look at the bigger picture and identify whether there are areas of your finances worth exploring further.
You might be wondering...
Ive got pensions in several places - what should I do with them?
Are my investments working hard enough for me?
Could I retire at 60, 55 or even earlier?
Am I paying more tax than I need to?
How should I plan my finances across my business and personal life?
What happens to my wealth if something happens to me — and is my estate structured as I want it to be?
What can we discuss?
The conversation can cover the areas that are relevant to you, including:
Business & Personal Finances
Business planning, succession and tax planning alongside your personal financial goals.
Pensions & Investments
Understanding what you have, how it fits together and whether it is aligned with your
goals.
Retirement Planning
Exploring when you may be able to retire and how you might want your finances to
support the life ahead.
Estate Planning & Trusts
Considering how you want your wealth to be structured and passed on.
About Georgina:
Georgina is a regulated Financial Planner who enjoys helping people gain clarity and confidence around their finances. Her passion is helping clients understand the bigger picture and feel empowered to make informed decisions about their future.
Away from work, youll usually find her outdoors, keeping active, or enjoying time
with family & friends.
Where is it happening?
Event Location & Nearby Stays:
GBP 0.00
