Wellesley Invest & Inheritance
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01444 244551
info@wellesleywa.co.uk www.wellesleywa.co.uk
Dear,

Investment & Inheritance Tax Planning Seminar & Lunch

I have arranged a seminar on 6th November at The Bull Hotel, Gerrards Cross, and, as a valued client, I thought that you may like to attend and gain a perspective on the current financial market.
Date: Tuesday 6th November
Venue: The Bull Hotel, Oxford Rd, Gerrards Cross, Beaconsfield SL9 7PA
Registration: 10.00am (start 10.30am). Lunch at 1.00pm
Although you may be familiar with the seminar, I’m sure that you will find it useful to get an update, given the constantly changing economic and political environment.

I would really appreciate it if you could extend this invitation to any friends, family or colleagues who would also benefit from the service I provide. You know that I strongly believe that not enough people are receiving quality advice in a simple, straightforward manner.
Prior to attending, please feel free to direct them to our new website and my online profile page where they can watch a short biography and video clips from my seminars.
If you can attend and then join us for lunch, please register using the button below. If you’d prefer to reply by email, please do so at: richard.rochford@sjpp.co.uk. Once you have confirmed your attendance, I will send you, and your guest(s) if appropriate, full details together with directions. We’ll be starting at 10.30am and coffee and registration will be from 10.00am.

Regards,

Richard Rochford DipPFS
Director

Wellesley Wealth Advisory
Principal Partner Practice of St. James’s Place Wealth Management
Wellesley Wealth Advisory, Wellesley House, 50 Victoria Road, Burgess Hill, West Sussex RH15 9LH
01444 244551 | info@wellesleywa.co.uk | www.wellesleywa.co.uk

 

The value of an investment with St. James’s Place will be directly linked to the performance of funds selected and may fall as well as rise. You may get back less than the amount invested. Equities do not provide the security of capital associated with a deposit account with a bank or building society.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.

Telegraph Wealth Management Service is provided by St. James’s Place Wealth Management plc. Registered in England, registered no. 4113955, registered office St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire GL7 1FP. Telegraph Media Group is an Introducer Appointed Representative of St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. Telegraph Media Group Limited, 111 Buckingham Palace Road, London SWlW ODT, company registration number 451193.

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