Wealth Planning Masterclass

A relaxed lunchtime masterclass for busy people who want to make better financial decisions without spending hours on it.

You’re busy at work. Your home life is busy too. Your finances probably haven’t had the same attention.

This free, in person Wealth Planning Masterclass is a relaxed lunchtime session for busy professionals who want clarity and confidence with their finances, without jargon or complexity.

Led by George Fountain, a Chartered Financial Planner, the session is engaging and practical, using simple demonstrations and real‑world examples. You’ll be shown a clear way to sense check where you stand financially, we will explore the common mistakes that quietly hold people back and cover some key principles of investing.

The session is designed to feel friendly and open, with plenty of opportunity to ask questions if you’d like to. The aim is to simplify the way you think about your money, help you prioritise what to focus on, and leave feeling clearer, calmer and more in control.

A light lunch is provided. Places are limited to keep the session engaging and interactive.

This event is for information purposes and does not constitute personal financial advice.