An Introduction to Financial Wellbeing

An Introduction to Financial Wellbeing

We are delighted that Karl Wiltshire and Tom Doyle of Wiltshire Wealth Management, Devizes have made time to address the subject of Financial Wellbeing. This BoB Devizes’s first sponsored training session of 2023. 

Those who are not Members (and who do not occupy a category taken by an existing member) are also invited to attend our regular BoB meeting, which immediately precedes the Training Session. The meeting includes a full English breakfast and there is no fee but places are limited.. 

Training Session: Wednesday 18 January 2023, 8:00 a.m – 11:00 a.m. 

Venue: the Conservative Club, Devizes (following our regular BoB Meeting: 7:00 a.m. – 7:45 a.m.) 

The session will aim to give overall guidance on financial well-being, through understanding your current financial situation and how to avoid potential risks to your financial health by planning effectively.   

The session will have the following key components:

  • Introduction to Financial Planning Principles
  • Covering the bases and the essential guidance around finances
  • Life planning – Live demo and interactive tutorial
  • Looking at the Key financial areas (PRISM) Protection, retirement, Investment, Savings , Mortgages
  • Round up with Queries, Theories, Myths and Truths explained

It will be interactive, entertaining and informative – and there will be ample breaks and coffee! 

To register for attendance please use our contact form.