Special Event for Powers of Attorney
If you hold power of attorney (property and financial affairs) for a relative or friend please join us on Wednesday 18 July for a coffee morning with Richard Higgs, Chartered Financial Planner and Director of Wealth West Ltd. At this event we will discuss the challenges of being an attorney and the benefits of taking financial advice.
What: Financial advice coffee morning for powers of attorney (property and financial affairs)
Where: Trym Lodge, 1 Henbury Road, Westbury-on-Trym, BS9 3HQ
When: Wednesday 18 July, 9.30am – 11.30am
Topics we expect to cover include:
- The responsibilities of a power of attorney for property and financial affairs, from meeting day to day bills and expenses to managing long term investments such as stocks and shares, and making major decisions such as how to fund long-term care
- Your duty to act in the best interest of the donor and how to meet this in the face of other pressures, such as a lack of time or experience or outside pressure from other concerned family members including those who stand to inherit
- How taking independent financial advice can relieve you of some of your responsibilities while ensuring you meet your duty of care, and provide objective assurance for yourself and interested others that you are doing what’s best for the donor
The event is free but booking is required as there are limited places available. To book please call (0117) 966 5699 or email firstname.lastname@example.org.