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Financial Awareness

Do you fully understand the financial matters and issues that can affect you, now and in the future?

This course will give you a good understanding of the financial matters that are relevant to you and your current situation.

It will help to put you firmly in control of your financial situation, in a position that gives you both clarity and confidence to act in your own best interests.

Whether you have recently started work or you are in mid-career, this course will help you understand how to manage your finances now and set things up for later life.

It includes the following topics:

  • Creating a financial strategy
  • Pensions and planning for later life
  • Should you save or invest?
  • Borrowing and credit
  • The taxation system in the UK
  • Wealth preservation, including the use of Wills, Trusts and Lasting Powers of Attorney
  • Where to seek the correct financial advice

Contact Oak Tree to find out more about this financial training.

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