Annual meeting explores how to plan for the years ahead
Earlier this Spring, at a private event hosted in the beautiful setting of East Sussex National Golf Club, Cranwell Wealth Solutions took on the subject of ‘life changes’ and set out to advise people on how best to adapt their finances and plan for change in the years ahead.
They delivered this inspiring talk to all a room full of existing and potential clients. It was so successful in fact that they plan to repeat it annually.
Managing change is a huge subject matter, but one that Cranwell Wealth Solutions is committed to helping guide their clients through. Their advice was well received, with some fantastic feedback from the day:
“Very professional event, great venue, polished presentations and summary”
“Useful, Informative and interesting”
“Great event, excellent hospitality and speakers”
Stephen Palmer summed up the day when he said: “It was really nice for myself and my team to have the chance to get to know everyone in the room far better, and on a more informal level. This has paved the way for our next annual client general meeting and I am very much looking forward to it.”
Cranwell Wealth Solutions plans to release dates for their next Spring annual meeting very soon and would welcome anyone from the local Uckfield and Heathfield area to join and hear what they have to say.
To find out more contact Stephen Palmer of Cranwell Wealth Solutions Ltd on 01825 767568 or email Stephen.firstname.lastname@example.org or visit www.cranwellws.co.uk