James Pulham is a Chartered Financial Planner who specialises in helping business owners and individuals live the best life possible with the money they have both now and further down the line, whilst also helping businesses plan for a more productive future.
Gerard O’Halloran is a STEP standard Estate Planner who specialises in ensuring what hard earned wealth you leave behind is protected for the benefit of your loved ones.
8th NOVEMBER 2019
Taking Care of your Personal Finances
James Pulham - Rafter Associates
Gerard O'Halloran - Gerard James Estate Planning
Living the good life whilst protecting your assets for your heirs.
Whether you are starting out in a career, well established or running a successful business, James and Gerard will aim to share their tips and knowledge based on past client experience they’ve seen, to give you an insight into the trials and tribulations normal folks have and how they work to ensure the people they help are not impacted by these. How often do you get the opportunity to hear some free bespoke financial and estate planning in a friendly environment and over breakfast.