Date(s) - 13/09/2017
8:00 am - 10:30 am
As a new member of the Chamber, I’d like to take a moment to introduce myself,
I’m the Principal of Sterling Wealth Management, which is an Associate Partner Practice of St. James’s Place Wealth Management – a FTSE 100 company with over £83 billion of client funds under management. St James’s Place have also recently been awarded “Best Financial Advisor 2016/17” at the Personal Finance Awards. With over twenty-three years in the financial advisory sector, I specialise in all areas of protecting, preserving and growing both private and corporate wealth. I work throughout Central Scotland, with main offices for consultation in central Glasgow and Edinburgh. Having lived in Stirling for many years, I feel the time is right to broaden my business connections in the place I now call my home.
I would therefore be delighted if you would accept my invitation to a Breakfast Seminar at Hotel Colessio. Registration is at 8.am and a 45 minute presentation will begin at 8.30am. The presentation will provide a brief overview of St James’s Place unique approach to wealth management, alongside topics such as investment markets, retirement planning and exit strategies. Filled rolls and refreshments will be provided at 9.30am, alongside an opportunity to network with both Chamber members and Company Directors outwith the Chambers.
If you wish to attend, Please RSVP: email@example.com
to register your interest. Places are complimentary but limited and will be filled on a first come first serve basis, so please book early to avoid disappointment. Alternatively, if you wish to arrange a no-obligation consultation or discover how I could potentially help you and/or your business interests, please don’t hesitate to call me on: 07487 797133 or by visiting www.sterlingwealthman agement.co.uk for further information.
Kind regards and look forward to seeing you at Hotel Colessio!
Paul Heneghan Dip PFS CeMap
Principal of Sterling Wealth Management
Associate Partner Practice of St. James’s Place Wealth Management
The value of an investment with St James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and basses of taxation, and reliefs from taxation, can change at any time. The value of tax relief is generally dependent on individual circumstances.