Informal financial drop-in sessions offered by an Uckfield wealth management business are proving a success.
The sessions are hosted by Cranwell Wealth Solutions advisor Peter Morris who says no appointment is necessary and many Uckfield residents have been able to get their financial concerns answered.
They are taking place at Bridge Cottage and Uckfield Civic Centre and Peter provides non-obligatory answers on a range of financial matters, including investments, savings, pension reform, estate planning and protection.
Depending on the query Peter hopes to offer on-the-spot guidance or at the very least be a signpost to the right direction.
Peter said: “It has been great to help local residents with their financial matters. The size of the query is not a problem, we just want people to take advantage of having access to a knowledgeable source capable of assisting with any financial concerns.”
The next drop-in event is at Uckfield Civic Centre on Tuesday, April 11, from 10am to noon.
On Wednesday, April 19, there will be another session at Bridge Cottage, again from 10am to noon, when Peter will be joining forces with marketing support consultant Sue Edwards of SJE Marketing, and business mentor Chris Dowling from Dowling Consultant.
So, as well as any financial queries you may have you will also be able to seek advice on topics such as marketing, business mentoring and social media.
Peter will host a further drop-in session on Friday, May 19, from 10am to noon.
• To contact the team at Cranwell Wealth Solutions please call 01825 767 568, email firstname.lastname@example.org or visit www.cranwellws.co.uk. Further information on SJE Marketing is available at www.sjemarketing.co.uk and www.dowlingconsultants.co.uk for Dowling Consultants.
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