Event Details
Do you ever think your money could be working harder? This online event will equip and help you on your pathway to financial wellbeing. There will be three bite-sized talks:
- Get into the savings habit – understanding your investment options
- Plan for your retirement – is your pension really working for you?
- Leaving your legacy – secure peace of mind knowing your loved ones will be your beneficiaries
Our speakers include two CWN members who will share their legal and investment expertise – Helen Bunker, Partner of Blake Morgan LLP, and Melissa Longley, CEO of Longley Asset Management – as well as Petronella West, CEO of Investment Quorum and who is a pensions expert. We promise no difficult calculations or jargon, but simple and practical advice for you to make the most of your savings and investments.
Petronella West , CEO of Investment Quorum
Petronella is the founding CEO of Investment Quorum, a boutique wealth management firm that delivers high-end financial planning and investment solutions to clients, trusts and charities. IQ is the ideal vehicle for her limitless energy and passion, perfectly showcasing her ability to build and nurture rich and long-lasting client relationships. With over 30 years' experience in financial services, Petronella is double chartered and is truly passionate about what she does.
Pricing
Member: tickets are free, however, have the option of making a donation to Wellbeing of Women (WOW) by choosing one of the Member 'donation' tickets.
Non-member: There is a nominal charge (a choice between a £10, £15 and £20 ticket price), with all money raised going to WOW.
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