Your vision,
your life…
Do you know what your financial future looks like?

Allens Wealth Events coming soon...

Financial Vision for Life

NEW YEAR, NEW FINANCIAL PLAN?

Friday 9th February 2018

10:00 – 12:00

Click here to book your place on the seminar that has genuinely changed lives! Come along and find out how Allens Wealth Managers can help you live the life you’ve dreamed of.

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Allens Wealth
Past Events:

Can You Afford the Future?
Financial Planning For Life

WHEN: Friday, 26th February 2016, 10:00am to 12:00pm

WHERE: Allens Chartered Accountants - 123 Wellington Road South, Stockport, Cheshire, SK1 3TH

Following on from our recent sold out seminar Allens Wealth Managers are presenting another opportunity. The unique seminar will show you how you can eliminate your financial worries and start living the life you want to lead.

In a confusing and chaotic world, it is very easy to lose the true meaning of you and what you want to achieve most out of life.

So what are your dreams?

What would you rather be doing now?

Do you want the peace of mind that you will never run out of money?

The assurance that financially you’re on track to maximise the money underpinning your dreams?

Come along to our seminar and make sure “oh, if only I’d known!” is something you never say.

DO YOU
WANT PEACE OF MIND

FOR YOUR FINANCIAL FUTURE?

Financial Vision for Life

The event was a fantastic opportunity to have a preview of the software we use for the latest strategies in wealth management. The event focused on real life scenarios and used case studies to cover the most common areas. These included;

•  At what age can I afford to retire?

•  How do I afford care if I need it?

•  What changes should I make to my lifestyle now to afford the future?

•  How do I enjoy my money and stop worrying about it?

•  How do I manage to leave my money to my family without paying so much tax?

Due to high interest we had for the seminar, we will be holding it again in the New Year.

If you have any questions regarding past or upcoming seminars please contact our head office on 0161 477 2636 or email info@allenswealth.com

What Will It Take For You To Look At Your Financial Future?

By: Allens Wealth Managers

Friday, 24th June 2016
10.30am to 12.00pm

We believe that it usually takes a life event to happen to make you look at your financial future; whether it be a recent marriage, divorce, death or birth…Why wait for that to happen – we say plan ahead!

In a confusing and chaotic world it is easy to lose track of what you want to achieve most out of life. By building a financial masterplan it will help you visualise your future and put those goals into place. We all would like peace of mind knowing that when we retire we will still be able to live a financially stable life (including those luxurious holidays).

We have been running a series of seminars that demonstrate how we can help you to visualise your future, looking at all the finer things in life you want to achieve and whether you are on track to do this.

So, at what point in your life will you think about planning for your financial future?

Let us put your mind at ease and come along to our next morning session and start making your goals a reality. Dreaming of an early retirement? It can still happen!

Pensions Masterclass –

Your Questions Answered

By: Allens Wealth Managers

16th September 2016

What we covered:

• Pensions Overview

• Tax Considerations

• Death Benefits

• Pensions Freedoms

• Case Studies

• Common Problems & Solutions

If you’re interested in similar future events then please subscribe to our regular updates and we’ll let you know about all our upcoming events.

Financial Vision for Life Seminar

By: Allens Wealth Managers

17th February 2017

Be prepared for anything with a financial masterplan to hand.

Back by popular demand, this was a rerun of a previous seminar. We looked at real life case studies and demonstrated how our advanced software can show you exactly what you need to be doing to ensure you can live life to the full.

Lifetime Financial Masterplan

By: Allens Wealth Managers

16th June 2017

Be prepared for anything with a financial masterplan to hand.

The main focus of this seminar was to demonstrate our lifetime financial masterplans and the way we work here at Allens to ensure you have peace of mind for your financial future.

In previous seminars we have looked at real life case studies and this seems to be something that really gets people excited! If you’re interested in coming along to one of our future events held at our offices, please subscribe to our regular updates.

Chelsea’s Ladies Lunch in aid of Once
Upon A Smile & St Ann’s Hospice

15th September 2017

Ladies’ Fashion Lunch in support

of St Ann’s Hospice

By: Allens Wealth Managers

23rd September 2016

The Palace Hotel, Manchester
A fabulous afternoon of fashion, dining and fundraising, spent with some of our female Allens Wealth Managers’ clients.

Ladies’ Day

19th May 2017

Business Owners’ Masterclass

HOW TO MAXIMISE SHAREHOLDER EXIT VALUE

Thursday 7th December 2017

10:00 – 13:00

The seminar is hosted by Allens Accountants in association with business advisers EvolutionCBS and Allens Wealth Managers have a slot at the event.
To find out more visit
Allens Accountants’ events page.

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For further information on how Allens Wealth Managers can build your personalised financial masterplan,
contact us now at our Stockport office
on 0161 477 2636.

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I WAS ABLE
TO PLAN MY RETIREMENT DATE WITH PRECISION - LOVED IT!

Sue, Cheshire

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Email us:

info@allenswealth.com

0161 477 2636

Allens Wealth Managers

123 Wellington Road South 
Stockport

Cheshire  SK1 3TH

Tel: +44 (0) 161 477 2636

Fax: +44 (0) 161 474 7536

info@allenswealth.com

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Proprietors: Allens Accountants Ltd.
Incorporated in England and Wales
No. 4383314

Allens Wealth Managers LLP is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority.

© 2018 ALLENS WEALTH MANAGERS. ALL RIGHTS RESERVED.