Financial Planning Seminars | West Sussex | Pension and Investment Planning

July 8, 2009 - PRLog -- The FINANCE ZONE Launch Personal Financial Planning Seminars for Sussex (July – September 2009) Richard@thefinancezone.co.uk 0845 226 9106.

During  July – September  2009 we are running a series of presentations in relation to  Personal Financial and Investment Planning.  These are going to be Free of Charge for individuals and will cover a range of financial planning subjects.

The  primary focus will be on the overall quality of Investment Advice provided to individual investors , from both the High Street Firms and also some of the smaller ‘Back Street’ Advisers.

The background to current seminars is this.

The investment markets have seen unprecedented  volatility in the recent 18 months or so, and we have been seeing more and more evidence of poor advice from many of the sources of Financial Advice in the UK market  place.

This is something that the Financial Services Authority has also been concerned about and has recently launched a review into certain types of Pension Transfer  Business carried out by Financial Advisers.

Over here at the Finance Zone (having seen the evidence) we are sure that many institutions and advisers are getting it wrong, and we feel it’s  time individual clients of these institutions and advisers were given the opportunity to learn some of the tricks or scams used by the Personal Finance Industry, along with  being given the tools and or advice they need to make the most of their money.

Dates and Times are to be confirmed and  registration is either directly through the dedicated website www.thefinancezone.co.uk/seminar  where there is some further information  and some online presentations or via our office  on 0845 226 9106 for further details.

We are currently booking for these in the following areas

Crawley, Horsham, Burgess Hill, Brighton, Eastbourne, Uckfield.

The background to current seminars is this.

The investment markets have seen unprecedented  volatility in the recent 18 months or so, and we have been seeing more and more evidence of poor advice from many of the sources of Financial Advice in the UK market  place.

This is something that the Financial Services Authority has also been concerned about and has recently launched a review into certain types of Pension Transfer.

Over here at the Finance Zone (having seen the evidence) we are sure that many institutions and advisers are getting it wrong, and we feel it’s  time individual clients of these institutions and  advisers were given the opportunity to learn some of the tricks and scams used by the Personal Finance Industry, along with  being given the tools and or advice they need to make the most of their money.


We have outlined some  areas below which are causing us much concern and will outline further some of the problems at our Seminars.

Some examples are below:-

•   Charging Structures and Levels of Commission that are just plainly unacceptable.

•   The Taxation issues relating to some investment are not being  explained fully.

•   The Choice of Investment Funds and the Range of these funds not in line with the clients expectation of risk.

•   What are your options in relation to your investments and what action you need to take if you are planning to invest.


These are just some of the issues that are going to be covered during these important Seminars.

Key Points

•   If  in the in the last 5 years you have  purchased Pensions in the form of Income Drawdown/Alternatively Secured Pensions you  should attend. These plans can be very high risk and are not understood by  many owners.

•   If you have received any form of Investment Advice and been recommended Property Funds or With Profit Bonds.  Or if  your current Adviser has not been in contact with a view to altering your investments or making some changes you should attend.

•   If your Financial Adviser  has recently retired or sold up you should attend.

It is important to note that that these are not SALES PRESENTATIONS, however will be delivered by an experienced Independent Financial Adviser, that is currently authorised.


Who should attend these Seminars:-

•   Anyone who has ever received Financial or Investment Advice in the past.

•   Anyone who has an interest in taking control of their own Investment Planning and who wants to know more about this area of their finances.

•   Individuals that are concerned about  or have sought advice in relation to Inheritance Tax Planning from any adviser in the past.

•   Individuals that are worried about falling levels of income and their Building Society Investments.

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Richard Smith has been an Independent Financial Adviser since 1990, has managed a team of Financial Advisers for 15 years, and provided Financial Planning Guidance to the Board of Nationwide Building Society and at Director Level to Natwest Bank.