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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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