THIS month's guest speaker is Andy Brooks, chartered financial planner, a Fellow of the Chartered Insurance Institute and founder and managing director of Brooks Wealth. We are delighted to welcome him as our special guest on Friday July 28th to explain (in simple terms!) the mysteries of retirement planning, investment for income and inheritance tax. All these things can be inter-connected to best meet individual circumstances, and with 35 years experience in the finance sector Andy is better-placed than most to answer our questions.
The world of finance can be daunting but Andy is an engaging speaker who makes finance fun! This is an area that we should all be aware of to protect our future and that of our loved ones, so do please have your questions ready. Due to the subject matter we welcome friends and colleagues who may not be a member of the Luncheon Club but would like to join on this occasion... gentlemen included!
As always, we gather at Peterborough Milton Golf Club, with coffee served from 11.30am. Tickets are just £25 per person for a delicious two-course lunch to follow Andy's talk. If we run out of time for questions we can carry on after lunch!
For more information and to book your place please contact Association secretary Judith on 07906 589985 or via email to [email protected]