The Family Legacy Solution™ – What Else Do We Do?

Ian King, Friday August 22, 2014

In her new blog post Gina now takes a look at some of the other things we do for our clients:

“We have discussed some of the things that we help clients with but I would now like to briefly discuss some of the other things that we do for our clients.

Events for Clients

We believe that we are different to other financial planners and we want to involve our clients in events as much as possible. We hold a number of events for our clients throughout the year. One of the main events that we arrange for our clients (both new and existing) is a series of interactive client workshops.

We hold these workshops as a platform for you to meet other like minded people and to share all of your ideas and compare them with each others. Our clients that have previously attended these workshops have advised us that after attending it has made them think about things that they had never previously thought of.


Our ‘Think Big!’ workshop is an opportunity for everyone to share and discuss their views and opinions on a range of different topics. Our workshops are free for you to attend.

We also hold a series of workshops for the “Next Generations”, the children and grandchildren of our clients and these are similar to our Think Big! workshop. This again gives the future generations a platform to voice their ideas and plans for the future.


We hold these workshops so that everyone can get involved in discussions and take away inspiration and new ideas. They are not about us simply giving a presentation. We have a refreshing approach to financial planning and we want our clients to take away as much as possible from these events and you can get involved as much or as little as they want to.

Other Events

We are also keen to hear our client’s thoughts and opinions on the services that we offer so we arrange a number of “client feedback events” held throughout the year. These again are interactive and on a number of different topics and they allow you to tell us what you like and dislike about what we do for you. This will allow us to make improvements so that we can always provide you with the most superior financial planning service possible.

We are always looking for new ways in which to improve and provide the best possible service for our clients so we are always looking for new ideas for events that we can hold for our clients.

If you would like any more information about any of the events that we hold or have any suggestions for future events we would love to hear from you. Please contact us at or alternatively leave your comments below.”

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