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Financial advice drop in session

24th

JUN

2024

Joan Tomkins Centre, St Helena Hospice, Barncroft Close, Colchester, CO4 9JU

24th June

10:00 - 16:00

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Event information

Are you confused about what to do with your pension? Want to retire, but not sure if you're financial stable enough to? Does inheritance tax blow your mind? 

If you have any questions or concerns related to personal finance, come along to our Free Financial Advice drop in session. 

Matthew Douglas Independent Financial Advisers will be visiting The Joan Tomkins Centre at St Helena Hospice on Monday 24th June 2024, from 10.00am to 4.00pm. They want to assist our patients and supporters in understanding their financial affairs and provide guidance where needed.

Financial matters could include:

  • Wills
  • Estate planning
  • Lasting power of attorney
  • Sale of property (or how to avoid it)
  • Funding for care
  • Maximising use of pensions
  • Trusts

Matthew Douglas Independent Financial Advisers are are an award winning and proudly independent financial advice firm, that offers financial advice to their clients across East Anglia, south east and London and are kindly offering our patients and supporters the initial consultation for free, in the hope it helps to provide some peace of mind and comfort.

If you have questions about your financial affairs, please reserve your 30 minute slot today by using the button below to send us an email.

Please note: spaces are limited so will be on a first come, first serve basis. 

Book a slot

Matthew Douglas is authorised and regulated by the Financial Conduct Authority No; 226918

 
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