Wed
11
Jan

MEMBER EVENT: Finance Surgery

12:00 pm
-
1:00 pm
Zoom

Objective:

To give you a safe space to come and ask your financial planning questions, and get more specific detail and ideas on what to do next. Rather than share a blog or research article, we are creating the opportunity for you to ask your questions and get something more useful, practical and personal to you.  We often find, as this is a session targeted to those who are financial planning for later life, the questions of one person are also highly relevant to others on the call.

 

Format:

It is a live session using Zoom.  You can join with your camera on or off – there is no obligation for you to share your name or personal details, but you should understand that, when you ask a question, others will be able to hear you.  Damian will spend the first 10 mins of the session asking those who attend their top question they would like answered.  He can then shape the session around the questions which need to be covered. Damian is an expert on later life financial planning and can cover questions related (but not limited to):

 

  • Mortgage advice
  • Lump savings investments
  • Pension planning

 

 About Damian

We’re delighted to bring you the ‘Martin Lewis’ of Brave Starts!  Damian, who is an independent financial advisor, was recommended to us as being a truly outstanding professional who routinely receives huge thanks from those he works with.  

Following various roles within Barclays Bank, Prudential and GMAC, Damian went on to qualify as an independent financial adviser and has been working self-employed in this role for over 12 years. 

Damian advises in all aspects of financial planning including:

-  Investments

-  Retirement planning and protection

- Advising and arranging all types of property finance, including residential mortgages, buy-to-let mortgages and equity release. 

He is always determined to seek out the best solution for even the most complex situations, meaning he brings a real opportunity to help Brave Starts members. 

In his spare time, Damian enjoys boating and attending his local gym. He is also an experienced DJ and a member of the Magic Circle in London.



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