Meet the Experts: Financial Planning 1-2-1s with Charlene Lock

Meet the Experts is a weekly event at Welsh ICE where an expert from the local business community offers free 121 advice. This is a great opportunity to ask any burning questions and receive tailored guidance specific to your needs.

This week, Charlene Lock from Lock Financial

Services will be available to answer your questions on:

✨ Pensions, retirement, and tax efficient business strategies

✨ Personal Insurance to protect yourself and your family

✨ Estate planning, trusts and Inheritance Tax Management

Book your 121 slot now - spaces are limited! If you can no longer attend, please cancel your booking to free up the space for someone else.

For any questions, email [email protected] or call 02920 140 040.