happy finance seminars

We are excited to share that Sapphire Financial Planning is collaborating with CHEC to enhance your financial wellbeing and workplace experience. Sapphire Financial Planning specialises in providing regulated advice, and organising informative events focused on financial planning and advice.

We extend an invitation to you to participate in our upcoming online seminars, where you can explore various financial topics in a friendly and accessible manner. These sessions are designed to demystify complex financial concepts and provide a platform for you to ask any questions you may have.

These events are particularly beneficial for those who may feel uncertain about maximising their financial resources and want to ensure they are not missing out on opportunities. Joining us is a fantastic opportunity to stay informed about current financial trends and understand how they may impact you personally.

We look forward to your participation in these sessions, which come with no obligation. Your financial wellbeing is important to us, and we believe these events will contribute to your overall workplace satisfaction.


Our upcoming events

Welcome to our dynamic seminar, “Investing and Buying a House: Building Your Financial Foundation.” Tailored for the aspirational younger generation (25-35), this session empowers you with crucial insights into smart investing and navigating the home-buying process.

Whether you’re eager to kickstart your investment journey or contemplating homeownership, our seminar provides a roadmap to success. Join us as we demystify investment strategies, explore real estate nuances, and equip you with the tools to make informed decisions. Let’s embark on this financial adventure together, shaping a prosperous future regardless of your age.


Next Seminar

22nd March 2024

Welcome to our enlightening seminar on “Budgeting and Understanding Tax: Navigating Finance.”

Designed for anyone seeking financial empowerment, this session explores the essential principles of budgeting and tax understanding applicable to everyone. Whether you’re a seasoned financial planner or just beginning your journey towards fiscal fitness, join us as we unravel the intricacies of budgeting, demystify tax concepts, and provide practical insights to help you achieve greater financial well-being. Get ready to take charge of your financial future and embark on a path towards informed financial decision-making.


Next Seminar

17th May 2024

Welcome to our insightful seminar, “Family Planning: Nurturing Your Financial Future.” Tailored for individuals aged 35 to 55, as well as those with families, this session delves into essential financial considerations.

Whether you’re navigating the challenges of raising a family or planning for the future, join us for a 20-30 minute exploration. From budgeting for education to securing your family’s financial well-being, we’ll cover key aspects to empower you on this journey. Let’s navigate the path of family planning together, ensuring a secure and prosperous future for you and your loved ones.

Next Seminar

1st May 2024

Welcome to our inclusive seminar, “Pension Perspectives: Unlocking Financial Wisdom Across Generations” This session is tailored for individuals across age groups, offering insights into the fundamentals of pensions, their workings, and the associated tax benefits.

Whether you’re just starting your career or planning for retirement, join us for a comprehensive discussion. We will unravel the intricacies of pension planning, ensuring you grasp its importance and make informed decisions. Let’s embark on this journey together, securing a financially sound future with the benefits of pension planning for everyone.

Next Seminar

18th March 2024

Welcome to our exclusive seminar on “Strategic Retirement Planning: Crafting Your Ideal Future.”

As we navigate the intricate journey towards financial independence and a fulfilling retirement, it’s crucial to recognise the pivotal role that early preparation plays in securing a comfortable post-work life. Aimed at individuals aged 40 and upwards, this seminar is designed to empower you with the knowledge and insights needed to shape your retirement goals. Join us as we delve into key aspects of retirement planning, covering investment strategies, wealth preservation, and lifestyle considerations.

Next Seminar

17th April 2024

The value of your investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief generally depends on individual circumstances.

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Our team are friendly and approachable, providing hassle free personal financial advice and giving you peace of mind.

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