Tickets:
Free for Hearth Members
Programme:
6:30 pm Doors open for refreshments
6:45 pm Talk
About This Event
Due to the success of our last workshop with Enver, we've invited Natalie back for part 3 of wealth management over wine, of course. You do not have had to attend the last workshops to attend - first timers welcome!
Join us for an evening of Wealth talks & Wine!
Enver Wealth Management will be hosting an exclusive workshop for Fiena members, providing trusted advice on how to manage wealth as a female.
Natalie will be focusing on financial stress, how to manage debt, growing interest rates, investments and answering any questions you have on any other subjects.
Topics to cover:
Financial Goal Setting
Budgeting and Savings (Strategies for creating and sticking to a budget)
Estate Planning (including wills and how to best protect assets)
Difference of various protection policies
Life and cashflow modelling
This is an open, free flowing discussion so you can ask anything!
Natalie Wood-Crainey
Regulated Financial Adviser
Natalie is a regulated financial adviser who has been working in the Wealth Management Sector for 6 years’. She focuses on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning. Natalie places great emphasis on helping her clients construct solid financial foundations to help them achieve their future goals and spend more time doing the things they love.
‘My clients who come from all walks of life rely on me for a personal, individual and tailored service, particularly in the areas of investment, inheritance tax and retirement planning. My approach, while professional and experienced, is relaxed and friendly, and I like to establish common ground from the outset with my clients, helping them to understand the options available to them and working hard to get the most out of their finances for the future.’
Join For Free Events
Hearth Members enjoy events like this for free. From £30 / month for a Social Membership, the cost of 2 in real life events, you can access our programme of events, be a part of our nurturing community and find the space to focus on yourself. We’d love to meet you.