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Bird-Eye View Of Golf Course

2025 Financial Seminar Series

Helping you to plan your future, today

Seminar Series

During 2025, we are aiming to hold a series of financial seminars with differing themes. â€‹â€‹The first two sessions will be as follows:

Carden Park Golf Club
Broxton Road
Cheshire
CH3 9DQ

Address:

Family Gardening

Session 1

Inheritance Tax & Estate Planing

Thursday 16th January 2025

5-6pm

Coins

Session 2

Investments & Savings

Thursday 13th February 2025

5-6pm

These sessions are designed to be an overview of the different aspects of your finances and how these can help with your overall strategies.​​

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Please follow the links for more information about each session and to book.

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Please note, that the content of these sessions is for information and education only and does not constitute advice.​

XV Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.

 

Registered in England and Wales. Registered number: 05280582, Registered Address: 750 Mandarin Court, Warrington, Cheshire, Wa1 1GG

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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

 

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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