Date: 12:30 Tuesday 20th April 2021
Pensions & why investing makes sense
The webinar will start with an introduction to Sam and St. James’s Place – what we offer our clients and how we help people with their finances.
We will then take a look at Pensions with a brief overview of how they work and why they are important.
From here we will move on to sustainable investing and how you can have a positive impact on the world by investing in an ethical way.
Aims & Outcomes
From this webinar you should gain an understanding of:
I am passionate about making a real difference to people’s lives through their finances, and I enjoy taking the time to genuinely connect with people to better understand their goals and aspirations for the future.
Along with being a qualified Financial Adviser, I have a degree in Business Management and several years’ experience working within the St. James’s Place Partnership. My business helps individuals, families and business owners with all aspects of their financial planning.