Financial Education

We offer regular investment clinics and seminars to individuals, companies and organisations.

Our wealth management advisors have experience of running these programmes for Royal Dutch Shell, Her Majesty’s Treasury, Price Waterhouse Coopers, The Foreign & Commonwealth Office, The Home Office, Jaguar Land Rover, BAE Systems, Thames Valley Police and AstraZeneca.

Our seminars give insight on the following subjects:

  • Pensions & Retirement Planning
  • Estate Planning & Inheritance Tax
  • School Fees Planning
  • Investment Portfolios for Beginners

Personal financial education is something which has been woefully neglected in the UK. It is our opinion that everyone should leave school knowing at least basic tax rules, how interest rates may affect your life or how a pension works.

To find out more or attend one of our seminars or clinics, please click here.

We can help with:

  • Investment Management
  • Wealth Management
  • Financial & Tax Advice
  • School Fee Planning
  • Pension Advice

If you would like to speak to us please book a phone call by clicking here

Our meetings are always free and carry no obligation

Email us at

Call us on 01635778888

Or come and see us at: The Old Brewhouse, Yattendon, West Berkshire, RG18 0UE