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Every new year we all set ourselves new goals for the year ahead, but how many of those do we really achieve? We will be tackling this very issue at the Berkshire branch meeting next Tuesday, at which our speaker Suzanne Dyble, will be showing us 'how to turn those dreams into reality.'
She will cover:
- how to lay those all important financial foundations
- how to protect the things that are important to you
- how to build for the future, so that you can achieve your goals.
Suzanne Dyble is an experienced Independent Financial Adviser with Bluesky Wealth in Marlow and has spent 15 years in the industry, specialising in Investments, Pensions & Protection. Suzanne helps her clients to achieve their financial goals.
This will be followed by practical workshop: “Excel tips for easier manual ledgers” by Carol Webb from Cashtrak
Carol has been a practice licence holder since joining ICB in 2006. She has been involved in finance and office management all of her working life and also has experience in several markets, from pensions, to medical robotics and specialist engineering.
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