Retirement planning seminar to be hosted in Swindon

By Anita Jaynes on June 06, 2014

The last in a series of three events aimed at business owners wanting to move on is being staged by Swindon Chartered Accountants, Banks.

The seminar which is free to attend for anyone wanting to retire or semi-retire, will take place on Wednesday 18 June from 5.45pm for a 6-7pm seminar followed by a buffet. The seminar will be held in Banks’s offices in Stratton.

Guest speakers at the event are Amanda Barnett, financial adviser with Grosvenor Consultancy, Banks director Richard Mathews and David Carroll, of Carroll Consulting.

Following a long and successful career in business, David has spent the last six years working with owner/managers helping to facilitate company sales, introduce growth plans, develop management teams and help the transition from fulltime work to complete or semi-retirement.

Amanda is based in Banks’ offices one afternoon each week, advising Banks’ clients on a range of subjects, including retirement planning, protection, and savings.

Richard said: “Our first event, looking at the Value of a Business, helped business owners focus on where to start when it comes to moving on from their business. Our second looked at the issues related to selling business, and this third and final seminar takes it one stage further, by examining retirement planning.”

Booking for this free event is via the Banks’ website at www.banksca.co.uk or by emailing claire.hunt@banksca.co.uk.

 

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