Investment & Inheritance Planning Seminar - Wednesday 5th October

FOUR GREAT LOCATIONS, THREE EXCELLENT SPEAKERS, TWO IMPORTANT TOPICS

• PROTECT YOUR SAVINGS AND INVESTMENTS IN A TIME OF HIGH INFLATION
• INHERITANCE TAX, THE AVOIDABLE TAX. WHAT CAN YOU DO?

We would like to invite you and a guest/s to join us at one of four Investment & Inheritance Planning Seminars.  During the events we will cover ways in which you can protect your precious life savings, as well as the opportunities available to you to help mitigate Inheritance tax. At Rhodes Wealth Management we pride ourselves on being not only highly professional, but approachable. We want to find out exactly what you need and will explain in language you will understand.

The first part of the seminars will include a presentation from Darren Johnson, who will explain St. James’s Place’s approach to investing in a high-inflation environment. After a short break, Adam Rhodes (CEO) will explain some simple, immediate actions that you can take now to save Inheritance Tax. He will then share some case studies to explain some successful Inheritance Tax solutions we have found for our clients.  Finally, we will be joined by award-winning investment provider Octopus Investments. Octopus will share their two innovative “quick fix” Inheritance Tax saving solutions.

All seminars are FREE to attend and will include complimentary parking, lunch and refreshments. Our friendly staff will be on hand at the Seminars to answer your questions. Places are limited so please book your free place by completing the registration form below, or if you would like further information please call the office on 01332 497670 or email rwm@sjpp.co.uk.

If you are not able to attend any of the event dates, or you prefer to see an adviser on a one-to-one basis, please contact the office on the details above and we would be more than happy to arrange a no-obligation financial review with one of our experienced advisers.

Speaker Biographies:

Darren Johnson is the Senior Investment Consultant within our Investment Consultancy Team, having responsibility for all face-to-face contact between the Investment Division, Partners and clients within the Central and Northern areas, but often hosts nationwide fund manager events for all areas of St. James’s Place. He joined the profession in 2001 having graduated with a B.A.(Hons) in Business & Finance, working for Lincoln Financial Group for six years within institutional sales, and joined St. James’s Place in 2007. He describes the job of himself and his team as taking technical market and fund information direct to the investor, but translating it into something interesting, topical and relatable.

Adam Rhodes is a Senior Partner at St. James’s Place, specialising in Inheritance Tax and Legacy Planning. Since the age of 15, Adam has been an active investor so he enjoys supporting clients with investment decisions to help to achieve the company’s mission to ‘change people’s lives for the better’. Adam is qualified as a Stockbroker and financial adviser.

Julie Greenwood joined the Strategic Partnership Team of Octopus Investments in April 2021 with a focus on delivering growth through a small number of key intermediary relationships. With over 25 years in Financial Services, her career spans senior distribution roles across protection and wealth management.  Julie joined from British Friendly where she was Distribution and Marketing Director and has worked in major financial services providers, including Vitality, Legal & General, Aegon and Standard Life. Julie sat on the Board of the Women In Finance Charter, an initiative established by HM Treasury to improve gender diversity and secure equal opportunities within the financial services sector.