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We all have dreams, the trick is to turn those dreams into reality and our speaker Suzanne can show you how. 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 having been involved in finance and office management all of her working life, having experience in several markets from pensions, to medical robotics and specialist engineering.
This meeting was orginally scheduled to take place on 18/02/2014, but has been postponed due to the poor weather conditions.
Branch meetings are organised by members for members.
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