An Evening With - Dale Morgan - Financial Advisor

​Join us for an exclusive evening with Dale Morgan, our Financial Adviser, designed for those who want clarity, on what tax efficient investments are available to you.

​Many people may be aware of Stocks & Shares ISAs but are you aware of what other tax efficient investments could be available to you? 

​Join us for an Evening With Dale Morgan where he will give an overview of some of the best investments available to UK residents at present and their benefits. 

​Alternative investments could include Investment Bonds, VCT’s, EIS’s, SEIS’s and more. 

​Dale will go through what alternative investments are and their structure, along with the added benefits for your tax, income and growth. There’ll be plenty of opportunity to ask questions, gain fresh perspective, and connect with others who are thinking seriously about their financial wellbeing. Whether you’re looking to plan ahead or simply want reassurance you’re on the right track, this is an evening not to miss.

​ Location 59 East Street, Chichester.