The finance breakfast club

Often when I speak to people about investments, there is a lot of confusion around what to do with the spare money they might have sitting in a bank account or in cash, and how best to make that money work harder for them.

So, if you’re finding yourself being ‘time poor’, confused and needing some guidance with your finances, I’m here to help.

This will be an ongoing and evolving group, with the ultimate objective of each workshop being to ensure that you leave feeling better equipped to make smarter decisions when it comes to managing your money and investments.

Each session will be aimed towards answering the specific questions you have in an open and friendly environment, helping to build a supportive community so that you start becoming more confidant with the investment world.

Examples of previous topics have included:

• Investing for children

• Behavioural Finance

• How to invest in Cryptocurrency

• Where to start investing

• Analysis of the different investment platforms / apps

• Money Mindset workshops

• Tax planning strategies

Every month there will be a different topic to discuss. If you have anything in mind that you'd like me to cover, please do let me know.

We ask that you come prepared with a few questions so that we can create an open and informal discussion and share best practice.

Details:

Zoom call (Link to be sent privately)

Recurring monthly on a Wednesday (check tickets for future dates)

Time: 9-10am

Please message me for further details, and for the zoom invite.

To find out more, and to book other events, you can do so here: www.offpistewealth.com.

Alternatively, feel free to call or Email: 07944 205 553 | david@offpistewealth.com