Life and Money Seminars

You're invited...

to hear and learn about the latest insights into managing your money in today's world.

We understand Financial Planning can feel complicated and that's why we're on a mission to give everyone the right financial help. Our free 'Life & Money' seminars, provide you with an opportunity to ask as as many questions as you need. We would love to see you there.

What you'll learn

  • The principles of investing – understand the impact of low interest rates could have on your savings
  • Preparing for retirement – making sure you understand how much money you may need to enjoy your retirement
  • At retirement - the things you need to consider to make your pension work for you
  • Inheritance Tax – the impact this could have on your estate and loved ones.

Book your place

  • Location: Oulton Hall, Leeds
  • Date: 28 November 2019
  • Times: 10:30 or 18:00
  • Session length: 90 minutes
Book your place now

Why you should attend

  • Insight from leading financial experts- Not only will Skipton’s own Dave Brookshaw share 25 years’ worth of insight into investments, pension and inheritance tax, but we’re also hosting a guest speaker from global asset management giant, Aberdeen Standard Investments. Joe Wiggins will be sharing some fascinating insights into the psychology of investing.
  • Incredible surroundings - This isn’t any old seminar in any old boring event centre. We’re hosting this event at the stunning Oulton Hall in Leeds. You'll be gaining financial planning ideas surrounded by the stunning 18th century mansion and 300 acres of landscaped gardens at Oulton Hall, a luxury 4 star hotel and spa. It’s well worth a visit.
  • A few hours could help you focus on your financial future - In exchange for just a few hours of your time, you could change your entire financial outlook. With the information and insight available this could be a really worthwhile session, thinking about your future and financial goals.
  • No pressure, we promise - The seminar won’t be a sales event. No one is going to pressure you into making any financial decisions. Every visitor will be in the same boat. They are there to benefit from professional insight.

Meet the hosts

Senior Financial Adviser Dave Brookshaw

Senior Financial Adviser Dave Brookshaw will be delivering the seminar and covering a variety of subjects from investing to pension planning

He has more than 25 years’ experience helping people with their financial plans.

Senior Investment Manager Joe Wiggins

Joe is a leading Senior Investment Manager at Aberdeen Standard Investments and has over 15 years’ industry experience.

Joe will be sharing some fascinating insights into the psychology of investing.

Book your place

Available seminars

  • Location: Oulton Hall, Leeds, LS26 8HN
  • Date: 28 November 2019
  • Times: 10:30 or 18:00
  • Session length: 90 minutes
  • There’s plenty of free parking if you’re travelling by car and it’s just off the M62 and M1. It’s only five miles from Leeds too, so a quick taxi ride away if you’re arriving by train.
Book your place now

Register for future seminars

You can register your interest for any of our future seminars using the button below

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