The 7 Steps to Financial Planning

In our May LIVE session, Liam Smith and Andrew Segal will be sharing their wealth of knowledge on the top seven steps to financial planning – including how you can adopt these to your own investment journey.

In this LIVE session, you can expect a discussion of:
• Setting your investment goals and budget
• What part does risk play?
• Planning long-term and staying organised
• Starting a rainy day fund
• Q&A

Our Speakers

Liam Smith – Head of Asia
Andrew Segal – Head of UK and Europe Distribution

 

CONFIRM YOUR ATTENDANCE AT THE EVENT