Meet the Experts: Financial Planning 121s with Paul Phillips

Name: Meet the Experts: Financial Planning 121s with Paul Phillips
Start: 2025-08-20T10:00:00+01:00
End: 2025-08-20T12:00:00+01:00
Location: Welsh ICE

Schedule

Wed Aug 20 2025 at 10:00 am to 12:00 pm

UTC+01:00

Location

Welsh ICE | Caerphilly, WA

Meet the Experts is a weekly event at Welsh ICE where an expert from the local business community offers free 121 advice. This is a great opportunity to ask any burning questions and receive tailored guidance specific to your needs.
This week, Paul Phillips, from Mollam Wealth will be available to answer your questions on:
✨ Retirement & Pension Planning
✨ Investment & Inheritance Tax Planning
✨ Mortgage & Protection Planning
About the Speaker
Mollam Wealth is a local financial planning practice who specialises in pension and investment planning. We work with both businesses and individuals who need help in working out their finances, and looking at options to make their money work harder for them.
We help people understand their pensions and help them work out what their retirement could look like. We help them to understand if they need to be saving more money to have the retirement they desire, and we help them review their current circumstances to see if there are any changes or tweaks that could be made.
In terms of investment planning, we help people to understand if their money is in the right place for their current needs, and we make sure the money is in the most tax efficient place possible. Everyone benefits from an initial no obligation conversation.
Book your 121 slot now - spaces are limited! If you can no longer attend, please cancel your booking to free up the space for someone else.
For any questions, email [email protected] or call 02920 140 040.