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Recurring Events

Financial Fridays at Shaftesbury

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WG Hub Live – Later Life Lending & Financial Planning

Speaker – Adrian Seager | Ward Goodman

Adrian enjoyed a long and successful career in the Royal Navy.  The highlight of which was serving as a permanent crew member on-board Her Majesty’s Royal Yacht Britannia.

In 1990, having retired he returned to his roots back here in Dorset. He then became an IFA with a well-known high street bank. Since then given his time served, he has evolved into a natural specialist in the area of later life lending and financial planning.

He now specialises in advice in the Equity Release market, which is an increasingly important solution needed by many clients approaching and entering into retirement. Adrian’s meetings often contain discussions around the bank of Mum and Dad for those who want their house back, and increasingly, the bank of Grandad and Grandma for clients who have potential inheritance tax concerns.

Speaker – Emma Needham | Blanchards Bailey

Emma works in the private client department and specialises in Wills, probate and estate administration.  Emma administers elderly client affairs under lasting powers of attorney.

Emma has always enjoyed interacting with people and their families and gets to do this in all aspects of her work in the private client department; from helping families plan the future in their Will, assisting those who have lost the ability to manage their affairs on their own, through to helping families in the difficult time of dealing with a bereavement in the family and administering their estate.

As well as working with families, Emma enjoys the intellectual challenge that comes from Will drafting and estate planning, and the diversity of situations that have to be dealt with.

 

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WG Hub Live – GDPR

Speaker – Mark Gracey | Gracey GDPR

Mark has been supporting businesses with their data protection compliance since 2016.

The support he offers is based on his experiences of being a data protection manager for an Internet Service Provider in the late 90s/early 2000s when the 1998 Data Protection Act came into force in the UK.

He currently offers a GDPR support helpline offering unlimited email/phone support, online resources which includes templates and step-by-step guides and “hands-on” help to take care of the GDPR challenges for businesses.

This offering is supplied on a month-by-month subscription basis: https://markgraceygdpr.co.uk/services/

Mark began working in the internet industry in the mid-90s when he joined Demon Internet to help set up their commercial web sales and support team; this was the early days of the web requiring a knowledge of HTML, Perl scripting and Apache web servers.

 

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Financial Fridays at Shaftesbury

Need some advice?

Call into our Shaftesbury office on Fridays between 9:30am and 4:30pm to speak to our Financial Planning and Business Advisers for an initial, ‘no obligation’ consultation.

‘Financial Friday’ are for you to call in and enquire about any business or financial planning matters.

Our services include:

  • Investment Advice
  • Pension Advice
  • Tax Planning and Trusts
  • Inheritance Tax Planning
  • Equity Release
  • Long Term Planning
  • Business Planning and Business Support Services

For more information, please call our Shaftesbury office on 01747 835435.

Popular Events

WG Hub Live – Later Life Lending & Financial Planning

WG Hub Live – GDPR

Financial Fridays at Shaftesbury

Read more

Other Events

WG Hub Live – Later Life Lending & Financial Planning

WG Hub Live – GDPR

Financial Fridays at Shaftesbury

Read more

WG Hub Live – Later Life Lending & Financial Planning

WG Hub Live – GDPR

Financial Fridays at Shaftesbury

Read more

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.

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