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First workshop will help public to plan

Life planning venture Project Eve is hosting its inaugural consumer workshop this month to help consumers understand and improve their financial situation.

The project, first revealed by Money Marketing, is being led by founding planners Jeremy Deedes of Planning for Life, Dennis Hall of Yellowtail Financial Planning, James Harvey of James Harvey Associates, Tina Weeks of Serenity Financial Planning, Bruce Wilson of Helm Godfrey and Adam Young of Dragonfly Planning.

The first Project Eve financial planning workshop will be held in London on November 25.

Hall says the workshop will look at financial goal setting and “the pillars of financial planning” , including budgeting, effects of compounding interest and growth rate, and asset allocation.

It will then address consumers’ current financial situation and map their financial objectives with where they are now.

Hall says: “We are trying to reach those people that need financial planning but cannot afford to go to an IFA. This workshop allows us to give them a bit of advice before they enter that world so they can at least get the basics right.”

The workshop costs £39 but is free for consumers who book during Financial Planning Week from November 22-28.


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