Wealth management business Cranwell Wealth Solutions is holding a financial drop-in session in Uckfield on Thursday, September 20.
Adviser Peter Morris will be at the Civic Centre from 10 to 11.30am to provide answers on a range of financial matters, including pensions, investments, savings, and estate planning.
The drop-in sessions are informal, confidential and complimentary. No appointment is necessary, simply visit Peter to ask him any questions.
The founder and director of Cranwell Wealth Solutions Stephen Palmer said: “The informal surgeries break down barriers of clients having to make an appointment, instead they come to us knowing they can ask any financial of wealth management question they like and we will do our utmost to advise them.
“Then the decision is entirely theirs as to whether they ever engage in our services again. No personal details are taken, unless the client asks us to, and noone ever receives annoying follow up calls or emails.
“The benefit is two-fold, myself and my team get to know our local community on a far deeper level and meanwhile we know we’re offering a helpful service to the local community, who have been instrumental in shaping and growing my practice.”
To learn more please call Cranwell Wealth Solutions on 01825 767568, email email@example.com, or visit www.cranwellws.co.uk.
• 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.
• Cranwell Wealth Solutions is recruiting an administration assistant. Find more details on UckfieldJobs.com.
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