Helm Godfrey Events

Wealth planning for successful people

Many successful people with a high income wonder why they find it so difficult to build up enough capital to be financially independent. With rising taxes and higher costs on the horizon, and with property and equities well below their historic highs, building up wealth seems more challenging than ever. What’s more, now that most people are living into their 80s, their capital has to last a lot longer.

This seminar will show you how you can have real peace of mind from knowing that financial independence awaits you, if you use proper planning and the right strategies.

The starting point is the way we help you clarify what’s really important to you. People often find it difficult to plan their futures, so we have developed a really powerful approach to help you discover what you want to do with the rest of your life.

Then drawing on our three-part strategy – and using real-life case studies – our outstanding team of speakers will show you how to:

• use the tax system to achieve more investment growth and higher net income;
• choose the right investments for you;
• underpin your financial position and reduce the financial risks you face.

The seminar is absolutely free and without obligation. We are offering a choice of two dates, both in the City of London: at the historic Drapers’ Hall on the 12th and the exclusive City of London Club on the 26th January and we would be delighted if you would join us for some wine and light refreshments after the seminar.

If you would like to attend or require further information, please telephone 020 7614 1000 or email Debbie@helmgodfrey.com

We very much look forward to meeting you.