Peter Morris, from Cranwell Wealth Solutions, who has announced new dates for financial drop-in sessions, in Uckfield.

New dates for Uckfield financial drop-in sessions

Wealth management business, Cranwell Wealth Solutions has confirmed new dates for financial drop-in sessions in Uckfield.

The company held a series of drop-in sessions in the spring which proved a great success and new dates have been organised so they can continue assisting local people with their financial situations.

The drop in sessions will take place at the recently restored Bridge Cottage and at Uckfield Civic Centre.

Savings

Cranwell Wealth Solutions advisor, Peter Morris, will be available to provide non-obligatory answers on a range of financial matters, including investments, savings, pension reform, estate planning and protection.

Depending on the query Peter will hope to offer on the spot guidance or at the very least be a signpost to the right direction. Sessions are informal with no appointment necessary.

Peter said: “Since Cranwell Wealth Solutions moved to their Uckfield town centre premises it has been great to get further involved with the community. This includes these drop-in sessions as we are keen to allow people to take advantage of having access to a knowledgeable source capable of assisting with any financial concerns.”

Joining forces

For those sessions taking place at Bridge Cottage Peter will be joining forces with marketing support consultant, Sue Edwards of SJE Marketing and business mentor Chris Dowling, from Dowling Consultants.  So as well as any financial queries you will also be able to seek advice on topics such as marketing, business mentoring and social media.

To contact the team at Cranwell Wealth Solutions please call 01825 767 568, email infocranwellws@sjpp.co.uk or visit www.cranwellws.co.uk.

The financial drop-in sessions are to be held at Uckfield Civic Centre on Tuesday, July 11, 10am to 12pm; and at Bridge Cottage on Wednesday, July 19, 1-4pm, and Wednesday, September 20, 1-4pm.

Uckfield Directory

• Contact details for Cranwell Wealth Solutions can be found 24/7 in their premium listing in our Uckfield Directory. Look for the name or search in categories for Inheritance Tax Planning, Investment Planning, or Retirement Planning.

SJE Marketing contact details can be found in the Uckfield Directory in categories for Business Services, Marketing Services, Secretarial Services, CV writing and social media.

• Find Dowling Consultants contact details in their premium listing in our Uckfield Directory. Look for the name or search in categories for Business Advice or Business Mentor.

See also:

Dance success for Uckfield sisters

Uckfield Lions have new president

Home Instead celebrates first anniversary

Find local businesses in our Uckfield Directory

How to advertise on UckfieldNews.com

Share this story

Sign up to receive daily news alerts

I'd like to receive updates every: