Financial Workshops -​

A little knowledge can go a long way

County Financial is a big advocate of Financial Planning.  We spend a lot of time discussing what money can do, rather than simply what it is. Our role is to help you achieve your future plans and objectives. We recognise there isn’t necessarily a right or wrong strategy, but we want to provide a direction of travel that ensures you are comfortable with your financial journey through life.

Some clients may find it difficult to make decisions due to the complex nature of finances. Our role is to help inform you about the implications of choices you may be making, such as gifting money to family members to benefit them now, or making further pension contributions to benefit from the tax environment. But unless you have a clear understanding of the pros and cons of doing this, it may simply feel like your bank account balance is reducing, with limited understanding as to why.

We hold a seminar at the end of November each year, to highlight key changes in the financial world, to keep you informed about what this might mean for your finances. However, this year we have decided to take this a little further and in addition will be launching some financial workshops taking place in June and September. The financial workshops will offer the opportunity to delve deeper into subject matters and give you a chance to discuss topics in more detail. Numbers attending will be limited, in order that all those taking part get a chance to discuss ideas and ask questions. Active participation will be encouraged to get the most out of the time available. Please see below a summary of events being held:

  • The workshops held in June will consider Inheritance Tax.
    We will not only look at the Tax and Allowances linked to it, but discuss issues such as gifting money, the implication of Long Term Care and the importance of Wills and Trusts.
  • The workshops held in September are designed to assist those planning for retirement. This includes not only how retirement affects your finances, but also how to approach this key life event.

Unlike our seminars, there will be a charge for these workshop events. County Financial are subsidising a significant proportion of the cost, as we believe the events will offer a huge benefit. The workshops will provide the opportunity to improve your financial knowledge and in turn help you to take a more active role in how to use your money.

Please look out for an email towards the end of April, when we will provide more details about the first events taking place in June which will concern Inheritance Tax.

Team vacancy

We're recruiting for a Financial Adviser to join the team at County. Visit the Team Vacancies page of our website to find out more. 

The County Seminar took place 
on 28 November 2019 

County Financial Ltd features in The Parliamentary Review Finance Publication.

In February 2018, County Financial was approached by The Parliamentary Review Board to ask if we would consider being involved in their 2018 Finance publication. The aim of the Parliamentary Review is to showcase best practice as a learning tool to both the public and private sectors, with our involvement specifically aimed at leaders in the Finance Sector. Click here to see our article published October 2018 and a link to the full publication can be found by clicking on the image above.

Industry News

Please take a look at our Industry News page which we update regularly. We comment on the latest financial news and what it may mean for you!

County never cease to amaze me at the amount of effort they put into making their clients feel at ease. They are able to communicate and disseminate complicated information at a level which is understandable for clients who don’t have an in depth knowledge of the financial world.

S Smith
Greater London

County Financial Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 145831

County Financial Limited Registered Address: 3 Gregories Court, Gregories Road, Beaconsfield, HP9 1HQ. Registered in England & Wales, No. 3467400.

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