Prism has been delivering financial planning seminars to employees across the UK for over 17 years, with attendees rating the events as excellent, easy to follow and very useful.
Financial peace of mind for individuals and families has never been more important and in today’s complex and uncertain world it has never been more necessary. Knowing what to do, to grow and protect personal wealth is vital if you are to make the most of their money.
Unfortunately, as the UK suffers from a widening financial advice gap, it has become more and more difficult for employees to know just who to speak to to get the right advice and guidance to address their immediate needs and establish longer-term plans. This situation is not just restricted to personal financial issues, it also applies to the employees making the most of the valuable benefits offered by their employer.
As independent financial advisers, Prism has been delivering workplace financial planning seminars to many well-known national and local organisations and their employees for over 17 years. These seminars are always well received, as they cover important work-related benefits and personal financial topics that help those attending understand how they can effectively manage their finances to improve their financial wellbeing and enjoy life, free from major money worries.
Each seminar lasts approximately 2 hours and cover the main topics listed below.
Taking Financial Advice - Know what you are getting, and the costs involved
Combating Inflation - Understanding the impact of inflation and how to combat it
Money Management - How to make your money work harder and go further
Pensions & State Benefits - Understanding your options and plan a secure retirement
Investing for Income & Growth - Making the right investment choices for your needs
Estate Planning/Wealth Protection - Protecting your wealth for your beneficiaries
The Way Forward - how you can obtain personalised advice and guidance
If you are an employer who feels that holding workplace financial seminars for your employees is something you would like to explore, please feel free to contact us, where we will be pleased to discuss the options available, and if required, tailor the events to include employer/employee specific benefits.
“The seminar was clear, informative and easy to follow. The topics covered highlighted important issues to address which we will certainly attend to. The presenter was knowledgeable and very professional whilst at the same time making the event enjoyable. I have requested a visit from one of your advisers”Bernard Smith Reading - Oct 2019
We did not hold any seminars in 2020 and 2021 due to the Covid pandemic
Risk Warning: The value of your investments and any income you take from them can go down as well as up, and you may get back less than you invested. You should also note that past performance is not a reliable guide for future performance.