The News – Our Events

We are excited to share that Sapphire Financial Planning is working to enhance the financial wellbeing and retirement planning of those in the Hampshire area. 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 clairty of your financial plans.

Our upcoming events

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

7th June 2024

Welcome to our exclusive seminar on “Investing for the longer term.”

We discuss the confusing world of investments, and help discuss with you what different asset classes are, how they work and what the benefits of a structured financial plan provide. Aimed at individuals with savings that they wish to utilise for the future, this seminar is designed to empower you with the knowledge and insights needed to shape your financial future. Join us as we delve into key aspects of investment strategies, risk profiles, and how to know if it’s right for you.

Next Seminar

10th May 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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