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Schroders Personal Wealth invites you to their event

Are you ready for tax year end?

About this event

With 73% of us stating that sorting out our finances is a top priority for 2022*, now could be a great time to review your finances ahead of the upcoming tax year end.

Throughout this 45 minute session Mark, Darren and Maria from Schroders Personal Wealth (SPW) will cover:

  • Top tips to make the most of the tax year end
  • The importance of ISAs, pensions and other annual allowances when planning
  • How to create your own personal financial plan
  • Further support available (for you and your organisation)

This session is educational and will provide you with some key considerations and practical takeaways which aim to help you feel more confident in your finances.

*Schroders Personal Wealth Financial Wellbeing research, December 2021

Hosted by

  • Guest speaker
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    Craig Crawford Personal Wealth Associate @ Schroders Personal Wealth

  • Guest speaker
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    Maria Gaita Personal Wealth Associate @ Schroders Personal Wealth

  • Guest speaker
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    Mark Collins Personal Wealth Adviser @ Schroders Personal Wealth

  • Team member
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    Leigh Dunkley Financial Wellbeing Lead @ Schroders Personal Wealth

  • Guest speaker
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    Darren Locker Personal Wealth Adviser @ Schroders Personal Wealth

Schroders Personal Wealth

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