This event is in the past.
At our August meeting Craig McElhinney form Cheetham Jackson will be talking about Financial Planing.
One of Craig's main aims is to ensure that the Financial Services profession regains the trust of all investors. He knows that trust can be earned by listening carefully to what clients want, the sharing of information and ensuring through education that clients fully understand what they need to know about successful investment. Craig believes in personal, face-to-face and truly independent financial advice and is passionate about the quality of the advice he provides, together with the on-going service. Successful financial planning is not merely the sale of an investment product but the provision of a personal, bespoke, excellent, proactive and long-term advice service. Most importantly it is the client’s money that’s being invested and their ambitions that they want to achieve – Craig works to enable this to happen successfully.
Our meetings for 2017 continue with the early evening time-slot we trialled at the end of last year. The start time is 17:45
Meetings have a small attendance fee, to cover some basic refreshments and the room hire. The attendance fee is £5.00, which will be payable on arrival at each meeting. Please book your place by pre-registering using the "Register" button on this page.
Light refreshments will include coffee, tea and biscuits.
There will also be a Prize Draw.
We hope to see you at Leyland Golf Club, Wigan Road, Leyland PR25 5UD in July 2017. Please see the link below for information about getting there.
Please email any questions to firstname.lastname@example.org or email@example.com
…and please don't forget to pre-register by using the "Register" button on this page (above). It is free to register, but the new attendance fee is £5.00. Please only register if you are planning to attend.