We are delighted that Karl Wiltshire of Wiltshire Wealth Management, will be running a Financial Planning workshop! 🌟

We are inviting those who are not Members (and who do not occupy a category taken by an existing member) 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 18th November 2026, 9am onwards
Venue: Fox & Hounds, 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:
-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 until 11.30!
To register for attendance please book via our website