Where will
you be in
three years

When you imagine your life in three years time, what will you have hoped to achieve by then? What should you be doing now in order to get there? These are potent questions, and ones you can enjoy exploring at our workshops.

If you’re passionate about making the most of your financial resources, these free events are for you. Take the time to develop a clear vision of your hopes and dreams through inspiring presentations, interesting activities and open discussions with other like-minded people.

Our upcoming events are listed on the right. Spaces are strictly limited so book now to reserve your place.

Upcoming events

We are planning further workshops coming soon in 2015. They will focus on a different aspect of legacy planning each time, and will be at different locations across the region. Register your interest below and be the first to hear about these exciting events!

Register your interest

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Our mission

We’re proud to be different. Discover what we think sets us apart and the values that are important to us.

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We are trialling our new Probate Service and are looking to complete one probate for free. More information can be found here


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From the blog

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...

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Your vision

Planning a legacy but don’t know where to start? Use our free Your Vision tool for clarity, insight and a personalised summary.

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