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It doesn’t matter what age you are, you can start accumulating wealth

Financial wellbeing:
Invest in a better future

5/31  18:30-20:30  || Rooftop – St. James’s Place

 

ABOUT THE EVENT

The East West Club is pleased to announce the Financial Wellbeing Event with St. James’s Place Wealth Management will take place on Tuesday, May 31st.

Our event partner is St. James’s Place Wealth Management, a world-renowned organisation that will help you to be financially confident and in control. Imagine a world where finance is easy to understand and more rewarding. Be confident in your plan and excited for your future.

Whatever your financial goals, don’t miss this event.

 DATE 

31st May 2022(Tuesday)

​ TIME 

18:30-20:30

 THE VENUE 

30 Lombard St,London EC3V 9BQ

Rooftop – St. James’s Place

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Business Meeting

REASONS

Why you should come to the event

01.

UK inheritance tax and how to use Trusts to protect your wealth

03.

Long term investment planning from monthly savings and lump sums

05.

Commonly asked questions

02.

Introduction about funds:

How to create your wealth

04.

Property vs Funds –

Which is the better investment?

06​.

Market update -

What to watch in 2022

EVENT TIMELINE

31 MAY

18:30

Drink reception and networking

19:00

Be financially confident and in control

19:20

Financial approach

19:30

Q&A

20:00

Meet the experts

20:30

Guests depart

NEXT EVENT

Financial wellbeing :

Invest in a better future

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 DATE 

31st May 2022(Tuesday)

​ TIME 

18:30-20:30

 THE VENUE 

30 Lombard St,London EC3V 9BQ

Rooftop – St. James’s Place

 

SPEAKER

Joanna Chiao 

Financial Adviser, KWM Wealth a Senior Partner Practice of St. James’s Place. 

Joanna Chiao is a FCA regulated Financial Adviser at KWM Wealth, a Senior Partner Practice of St. James’s Place.

 

She provides bespoke financial solutions to help individuals and companies to create their wealth and reduce their tax liabilities.

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SPEAKER

Tony Selby

Co-organizer

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ABOUT

St. James’s Place Wealth Management 

We are a FTSE100 company with over £140 billion of client funds under management. We specialise in personalised, face-to-face financial planning services to individuals, families, trustees, and businesses.

 
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St. James’s Place In Numbers

836,531

Clients

4,771

Qualified advisers

95%

Client retention rate

100

FTSE 100 company

4.9/5

Vouchedfor rating

143.8

Funds under management (bn)

What clients say about St. James’s Place

St. James’s Place is proud to be rated 4.9/5* by over 10,000 clients who have independently reviewed and rated our financial services on Vouchedfor, the top review site for financial advisers.

NEXT EVENT

Financial wellbeing :

Invest in a better future

161-trending-flat-outline (1).gif
 DATE 

31st May 2022(Tuesday)

​ TIME 

18:30-20:30

 THE VENUE 

30 Lombard St,London EC3V 9BQ

Rooftop – St. James’s Place

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I couldn’t have got through it without her. I wouldn’t even have known where to start.

"

Coping with sudden, life-changing circumstances can be devastating. Having a St. James's Place Partner who worked with her to get the family back on its feet again, was invaluable, says Louise, mother of two.

 

Join us at this exclusive event!

We are excited to be hosting the next event - “Financial Wellbeing Event” which will be taking place on 31 May from 6:30pm.

In this event, our partner St. James’s Place Wealth Management will share their insights and help you to be financially confident and in control.

We look forward to seeing you there!