Investments & Savings

Wealth Management

Free spring events to take a fresh look at your finances

Join us at one of our free spring seminars to hear practical and proven ideas from our experts to help you overcome today’s financial challenges.

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Discover ways to plan and secure your financial future

For all the doubts over the wider economy, there are still many ways to make more of your money. To help you assess the options thoroughly and with confidence, free Spring Tax, Investment & Retirement Planning seminars are taking place near you.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Equities do not provide the security of capital associated with a deposit account with a bank or building society. 


The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.

How it works

  • Find a seminar

    Use our postcode finder to locate the nearest seminar close to where you are.

  • Reserve your place

    Complete our registration form above. We’ll be in touch to confirm your place.

  • No obligation review

    All attendees can take advantage of a financial review with one of our experts.

Good facts to know

Who will benefit?

The seminars will be of most benefit to readers who are actively seeking ways to proactively address the challenges associated with lower for longer savings rates, rising taxation and inflation.

How much does it cost to attend the seminar?

The seminars are free to attend and entitle you to bring up to 3 guests to accompany you on the day.

Here are some important points to remember:

The Telegraph seminars are hosted by our recommended financial planning experts from St. James’s Place Wealth Management. These highly topical events will provide all the information you need to help make your money work harder, including:

  • Exploring legitimate ways of reducing your tax liabilities and utilising your annual reliefs and allowances
  • Discovering how careful inheritance tax planning can help to protect your family’s future
  • Identifying how global events can shape your investments, and the ways to achieve sustainable income and growth

Since the events first started in 2010 over 35,000 readers have registered to attend.

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Frequently asked questions

Our Partner

The Telegraph Wealth Management Service is provided by St. James’s Place Wealth Management, which is a FTSE 100 company and one of the leading financial services organisations in the UK.

St. James’s Place Wealth Management has over the years helped thousands of readers discover ways to grow and protect their money. With expert advisers across the country they are on hand to offer you clear face-to-face guidance to help you secure your financial future.

Members of the St. James’s Place Partnership represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. The ’St. James’s Place Partnership’ is the marketing term used to describe St. James’s Place representatives.

Important Information

Telegraph Wealth Management Service is provided by St. James’s Place Wealth Management plc, registered in England, registered no. 4113955, registered office St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP. Telegraph Media Group is an Introducer Appointed Representative of St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

Telegraph Media Group Limited, 111 Buckingham Palace Road, London, SW1W ODT

Company registration number 451593.