Past Event

Money Matters Virtual Events

25 February 2021

We are pleased to be joining WPA Healthcare and Wronski Wealth Management in a series of virtual events giving you an insight into ways to protect you, your family, your wealth and your future in 2021.

Session 1 – Physical, Financial & Legal Protection for you and your Family

The first session will take place on the 25th Feb 2021 and will feature TW Partners, Andrea Kershaw and Stuart Ruff, covering Wills, Lasting Powers of Attorney and Post/Pre-nuptial agreements, alongside Gareth Waters from WPA who will be discussing the true value of Private Healthcare for you and your family and Harriet Compton from Wronski Wealth Management will be discussing the impact of insufficient Life Cover, Critical/Serious Illness/Income Protection and Ways to protect your pension benefits in the event of death and ensure it can be passed on tax-efficiently.

More details on the sessions can be found here:

Session 2 - How To Plan & Invest For Your Future

The second session will take place on the 11th March 2021. This session will feature TW Head of Private Client, Elliot Lewis alongside Wronski Wealth Management and will cover Inheritance Tax, long-term investing and compound interest over time, how to design and fund your desired future lifestyle, Modern Retirement Planning and Flexible Income Options.

More details on the sessions can be found here:

Session 3 - Protecting Your Business and Employees

The third session will take place on the 25th March 2021.TW Solicitor, Alex Willingham, Wronski Wealth Management and We Work Well will be giving you an insight into ways to protect your business and your employees in 2021. The session will cover the impact of not having water-tight contracts and agreements in place, ways to protect shareholders, their families and the business itself against the unexpected and how you can reward and protect your people to ultimately increase profit.

More details on the sessions can be found here:

Gareth Walters is a Director of Stanhope Medical Ltd which is an Appointed Representative of the WPA Healthcare Practice PLC. The Healthcare Practice is a wholly owned subsidiary of WPA, authorised and regulated by the Financial Conduct Authority. Gareth only advises on WPA’s products and services.

Thackray Williams provide a full range of legal services from offices in Sevenoaks, Bromley, West Wickham and London.

Wronski Wealth Management specialise in providing comprehensive, financial advice to individuals & businesses looking to grow, manage, protect or preserve their wealth.

Wronski Wealth Management is an an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website

Wronski Wealth Management is a trading name of Wronski Wealth Management Ltd.

Our privacy policy can be accessed at which explains how we use personal data and your rights in relation to your personal data. If you wish not to be contacted in this way again then please contact me using the details provided.

Sadie Restorick works with organisations as a consultant, trainer and wellbeing partner to transform the wellbeing of their workforce.

Key Speakers