Educational events

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In 2018, the Financial Conduct Authority surveyed the extent of financial advice in the UK and found that nine out of ten UK adults had not had regulated advice in the preceding 12 months*. We know that work and family commitments can make it hard to find time to organise your affairs. Some people find the prospect of asking for advice intimidating or embarrassing. Others simply don’t realise the implications of doing nothing.

That’s why financial education is really important to us at Ginkgo Financial. Our free educational events provide a friendly, welcoming environment where members of the local community can find out more about key topics, ask questions and meet our advisers in an informal setting.

Free Webinar! Unlocking the Autumn Budget: pensions, inheritance tax and capital gains

5th November 11.00 – 12.00 or on demand

“What will the government's Autumn Budget mean for me? And what can I do to minimise the impact?”

To help answer the questions that will be on many minds post-Budget, we’re delighted to invite you to a free webinar. This informative, practical session will focus on the likely key areas of change:

Pensions
Inheritance tax
Capital gains tax

Our experts will explain what's been announced, delve into the implications, and discuss possible strategies to reduce the impact.

The Family Finance Fair

Informative talks. Fun-filled activities. And free cake! The Family Finance Fair caters for the whole family. Parents and grandparents can listen to short talks on pressing issues like financing your home, protecting your family and securing your old age and inheritance. Meanwhile, we’ll educate and entertain the children with money-themed crafts, quizzes and treasure trails in a safe, supervised environment.

New dates to be announced…

Tea and IHT

How can you leave more of your money to your loved ones and less of it to the tax man? It’s a question that worries many parents in their later years. At this free community event, our friendly advisers explain the ins and outs of estate planning over tea, coffee and homemade cake.

New dates to be announced…

To register your interest in future events, please email contact@ginkgofinancial.com

*The changing shape of the consumer market for advice: Interim consumer research to inform the Financial Advice Market Review (FAMR) (fca.org.uk)

***** 5 out of 5

What were the circumstances that caused you to look for a financial adviser?

We needed advice that would enable us to invest excess equity into the right investments.

How did Daren help you?

Daren spent time with us asking what we were hoping to achieve with our investments. He also then gave us the choice of risks, areas and returns that suited us best. He also secured property with Trust fund advice. With Daren’s help and advice on inheritance laws and tax we made our wills with confidence.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Daren has given us excellent service and the office staff have always been very helpful and friendly. Would recommend Daren and Ginkgo Financial Services.

Review from Verified Client

***** 5 out of 5

What were the circumstances that caused you to look for a financial adviser?

1.I had left employment and set up a business and wanted a pension plan. 2. I needed to remortgage our home as the fixed term had expired. 3. Moving my last employment pension plan that was not performing particularly well to a high performing one.

How did Daren help you?

Daren and his mortgage broker effectively advised on all of the issues fully explaining the impact of the actions that were proposed. The service is always of a high quality and bespoke to me.

Have you seen the outcome you were hoping for?

For all three issues I have achieved the outcome I was looking for.

What could they have done better?

Difficult to say how the service could have been improved. The high quality of service has been maintained by the use of MS Teams in lockdown.

Review from Verified Client

***** 5 out of 5

What were the circumstances that caused you to look for a financial adviser?

I co-own a production company and Daren has helped set up our pensions, insurances, investments and wills.

How did Daren help you?

He clearly explained everything we need and what we should invest in, he made it easy to understand and straight forward.

Have you seen the outcome you were hoping for?

We have seen a good outcome with Daren’s recommended investments and pensions.

Review from Verified Client

***** 5 out of 5

What were the circumstances that caused you to look for a financial adviser?

Pension, auto enrolment, insurance, shareholders protection

How did Daren help you?

Daren is extremely helpful, knowledgeable and approachable. He talked us through all the processes and made everything understandable and straight forward. Really great customer service from the whole team too.

Have you seen the outcome you were hoping for?

Absolutely

Review from Verified Client

***** 5 out of 5

What were the circumstances that caused you to look for a financial adviser?

I needed an income to pay for my wife’s care home costs.

How did Daren help you?

Daren has been a tower of strength and knowledge. He is extremely knowledgeable and has looked after all aspects of financial planning in turbulent times. I am very happy with the care and expertise given to me.

Have you seen the outcome you were hoping for?

He has maintained my income in difficult times. He has never over promised and under delivered.

Review from Verified Client

Intelligent advice. Plain speaking. Excellent service. The three guiding principles of Ginkgo.

The best time to start a pension plan is now - and if you have already started, have a closer look at your arrangements to make sure you are on track.

The best time to start a pension plan is now - and if you have already started, have a closer look at your arrangements to make sure you are on track.

The government’s pensions freedoms regulations give holders of a personal pension greater flexibility in how they can access and use their fund.

With so many types of savings and investments, it’s wise to begin with expert advice on the potential risks and rewards for your personal situation.

Alternative investments are dynamic, higher risk investments in environments the UK government wants to support, such as future technology.

Planning now for the inevitable fact that we won’t be around for ever is one of the kindest things we can do for our loved ones.

Planning now for the inevitable fact that we won’t be around for ever is one of the kindest things we can do for our loved ones.

Crossing fingers is not enough. Protect yourself and your family financially by making money available, should something unexpected happen.

You probably already protect your business’s property and other assets. So don’t overlook your most valuable assets: your staff and shareholders.

A mortgage is one of the most expensive, complex purchases you’ll ever make. With thousands to choose from, it makes sense to take professional advice.

With advance planning and an effective tax strategy, you can avoid paying more to the government than you need to.

Our handy calculators were developed by mathematicians to help you get a handle on some of the figures behind your biggest financial decisions.

Learn more about taking control of your finances

Body

The Family Finance Fair

Tea and IHT

Intelligent advice. Plain speaking. Excellent service. The three guiding principles of Ginkgo.

The best time to start a pension plan is now - and if you have already started, have a closer look at your arrangements to make sure you are on track.

The best time to start a pension plan is now - and if you have already started, have a closer look at your arrangements to make sure you are on track.

The government’s pensions freedoms regulations give holders of a personal pension greater flexibility in how they can access and use their fund.

With so many types of savings and investments, it’s wise to begin with expert advice on the potential risks and rewards for your personal situation.

Alternative investments are dynamic, higher risk investments in environments the UK government wants to support, such as future technology.

Planning now for the inevitable fact that we won’t be around for ever is one of the kindest things we can do for our loved ones.

Planning now for the inevitable fact that we won’t be around for ever is one of the kindest things we can do for our loved ones.

Crossing fingers is not enough. Protect yourself and your family financially by making money available, should something unexpected happen.

You probably already protect your business’s property and other assets. So don’t overlook your most valuable assets: your staff and shareholders.

A mortgage is one of the most expensive, complex purchases you’ll ever make. With thousands to choose from, it makes sense to take professional advice.

With advance planning and an effective tax strategy, you can avoid paying more to the government than you need to.

Our handy calculators were developed by mathematicians to help you get a handle on some of the figures behind your biggest financial decisions.

Learn more about taking control of your finances

Educational Events

Body

The Family Finance Fair

Tea and IHT

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