Cheltenham’s beautiful Grade 1 Listed Pittville Pump Room is the venue for this exhibition aimed at the over 50’s. Pop by and enjoy an afternoon and evening of informative events, 1:2:1 advice and special offers.
“If you’re making plans and thinking about the future then Lifestyle Cheltenham is for you. You’ve worked all your life and now you want to make the most of the next chapter. New interests, home improvements, investing or volunteering – what do you want your new lifestyle to be? Lifestyle-Cheltenham is the place to help stimulate thoughts and plans for your future.”
I am very pleased to have been invited as one of the keynote speakers. I feel very strongly that many of us have not been served well by the Financial Services sector and it is time to take back ownership and control of our investment and retirement planning.
If how you are going to fund your lifestyle in retirement is concerning you then don’t miss my presentation which is planned for 1.15pm. After that I will be available on the stand to answer questions or just have a chat about where you are on your journey towards or through retirement.
The event opens at 12noon and runs until 9pm with free talks and advice, free parking, and wine tasting from 6pm. It is not essential but it is recommended that you pre-register.
More and more people are wanting to understand how they can use the flexibility provided by the new Pension Freedoms to achieve their desired lifestyles and goals in retirement. Every one of us is different which is why we need to pay attention, take the time to understand the options and then take ownership of what, after all, is our money. Leaving it all up to our Financial Adviser just will not work now that there is the flexibility to design our own plan.
If you cannot get along to this event and listen to my presentation there are two ways ahead. Use the “request more information” box to request a complimentary 20 minute chat just to see if this is something you would like to explore further. Alternatively if that feels too scary just use the box to ask me if I can alert you when my next presentation is coming up. To come along and listen with no obligation to do anything else may feel more comfortable to you. If you belong to any organisations who are looking for speakers ask them to get in touch and I will see if I can help.
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This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122