Lunch and Learn: ‘Personal Finances preventing own goals’ with Brewin Dolphin

Lunch and Learn: ‘Personal Finances preventing own goals’ with Brewin Dolphin

This session explores how everyday financial decisions can either support or sabotage long‑term ambitions. Attendees will gain practical insights into managing personal finances with confidence—covering smart investment habits, pension planning, and strategies to stay on track with financial goals for 2027 and beyond.
Designed for professionals who want to strengthen their financial wellbeing, the event blends expert guidance with real‑world examples to help participants avoid common pitfalls and make informed choices that build long‑term security.

This event includes a complimentary two course meal at The Ivy, Cardiff and round table discussions in a intimate setting of only 20 attendees!