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STEP Ahead – Embrace your financial future

september, 2019

2019sat28sep8:00 am4:00 pmEvent OverSTEP Ahead - Embrace your financial future8:00 am - 4:00 pm 225 Hagley Road Edgbaston Birmingham B16 9RY Event Organized By: Medical Excellence Team

Event Details

Confused by NHS pensions?

Want sound financial advice?

Read to take a STEP towards financial freedom?

Talks will include:

  • General taxation
  • Accounting overview
  • NHS Pensions
  • Property Investing updates
  • Estate Planning
  • Savings and Investments

Event Cost: £199

THIS IS NOT AN ADL ESTATE PLANNING EVENT. WE ARE GUEST SPEAKERS. PLEASE CONTACT DR JAZ MAVI FOR BOOKINGS.

For more information contact: Dr Jaz Mavi – 07900 372 454

Time

(Saturday) 8:00 am - 4:00 pm

Location

Hallmark Hotel

225 Hagley Road Edgbaston Birmingham B16 9RY

Organizer

Medical Excellence Teaminfo@medicalexcellenceteam.com medicalexcellenceteam.com

Speakers for this event

  • Andrea Cloughley

    Andrea Cloughley

    Chartered Associate, Chartered LIBF, Adviser

    Andrea accepted an invitation to join Lowe Sawyer in 2017, recognising her previous success as a Financial Adviser for both Lloyds Bank and Wesleyan. Andrea specialises in bespoke advice to all healthcare professionals including GPs, Dentists and Consultants.

    Chartered Associate, Chartered LIBF, Adviser

  • Andrew Lamont

    Andrew Lamont

    Investor, developer, access consultant

  • Mohammad Uz Zaman

    Mohammad Uz Zaman

    Director of ADL Estate Planning Ltd

    Mohammad Uz-Zaman is a well-established Private Estate Planning Consultant and ADL Estate planning in the City of London

    Director of ADL Estate Planning Ltd

  • Tim Knight

    Tim Knight

    Head of Investment Consultancy SJP

    Head of Investment Consultancy SJP

Please RSVP

RSVPing is closed at this time.

Please let us know if you can make it to the event.

Event Photos





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