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Financial Planning Presentations

Financial Planning Presentations at your place of work

The "Good Habits" initiative was created through a need to share knowledge and information about the five key areas of basic Financial Planning. We have found that people of all ages and professions could benefit from financial advice but perhaps don't know where to go, whom to trust or struggle to find the time.

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Our research has also identified that many people are unaware of the basic plans required to help get onto the property ladder, protect their families or save for the future by utilising their annual tax-relief and tax-free growth allowances which are simply lost each year.

We can offer interactive workshops explaining the key areas of financial planning

Emergency funds 

Getting onto the property ladder and mortgages

Protecting your income and family

Maximising tax-relief and tax-free growth

Understanding compound interest 

Tax Planning

Future generation trust planning

Ashmax Associates is a trading name of Ashmax Limited which is an Appointed Representative of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.

 

Registered in England and Wales. Registered Office is Suites 133, 5 Liberty Square, Kings Hill, West Malling, ME19 4AU. Registered Number: 09803410.

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Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk

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Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK. 

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Ashmax Associates
Established 2015

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