Avoid the common financial mistakes at retirement by getting advice from the experts at our Retirement Planning Seminar.

Join us at our Coventry office for an entertaining and insightful look at the steps you should be considering as you approach your retirement.

What you will learn:

  • How to maintain your standard of living in retirement
  • Effective ways to generate the maximum level of income from your pension funds and other investments
  • Avoid overpaying Income Tax, Capital Gains Tax and Inheritance Tax
  • Various strategies to preserve and protect your capital
  • Your attitude to investment risk (each attendee will receive a free psychometric risk assessment worth £60)
  • Call our office on 0856 0179 578 to reserve your place or click here to book online.

Your speaker for this event is Rob Simpson who is Managing Director of Simpson Financial Services and has been an Independent Financial Adviser for over 15 years.

Who should attend?

If you are less than 10 years away from your retirement or if you have already retired but are concerned about your current financial planning arrangements.


This seminar is free to attend but please book early as we only have limited places left.