Dream Retirement Dinner
An Evening to Change Your Tomorrow
We treat up to 20 people to a delicious, complimentary, 3-course meal and provide a short and informative talk on the steps they can take to improve their tomorrow
What if I told you that I could change your life by taking you out for dinner? Would you attend? How about if I told you that the meal would could boost your wealth and improve your future?
Planning for your future has never been more important. With retirees living for longer, we are all seeing many in our society running out of money, facing increasing cognitive and bodily decline, and living a later life of misery, monotony and isolation.
Equally, we understand that approaching and meeting an expert to help improve this situation can be daunting. That's why so many people bury their heads in the sand and refuse to seek professional help. But planning for your future is so important and can be the difference between living out the life you're dreaming of or working to the point of exhaustion with nothing to show for it.
The single most important lesson we can teach our clients is the power of planning ahead. As an expert Chartered Financial Planning firm, we have a wealth of experience in dealing with all of the concerns surrounding retirement. The most valuable gift we can give is clarity of your financial future. By sharing with you our knowledge, we can help you to plan your future, and inspire you to look toward it with hope.
And we do this in the best possible surrounding: over a sumptuous, yet relaxed, dinner. At the ‘Dream Retirement Dinner’, we treat up to 20 people to a delicious, complimentary, 3-course meal and provide a short and informative talk on the steps they can take to improve their tomorrow. It is It is the perfect way to get to know what we stand for, meet our advisers and ask any specific questions that have been on your mind.
‘If you fail to plan, you plan to fail’. The first step is to identify exactly what you need to do now to improve your future; once you have done this, you will be able to create a plan that will enable you to live out a life filled with what you love.
Main Office Address: Portfolian House, 30 Melton Road, Oakham, Rutland, LE15 6AY
London Address: One Alfred Place, London, WC1E 7EB