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Spring into Action

Veitch Penny and the Professional Financial Centre (North Devon & Quantocks) Ltd are hosting a free early evening event  at The Boniface Centre, Crediton on Tuesday 9 May 2017 from 5.30pm. 

Veitch Penny are long established solicitors in Crediton & Exeter specialising in providing legal advice to individuals particularly buying and selling property, Wills, Trusts, Probate and dispute resolution. 

The Professional Financial Centre offer advice in relation to tax planning,  investments, pensions, life insurance and mortgages.   They specialise in providing advice alongside existing professional connections in areas such as trust investment and lifetime mortgage arrangements.

The session was initially planned in March but feedback was such that people would prefer a time outside working hours.  We hope that those having dealt with the school run or heading home from work can call in. 

From 5.30pm for a couple of hours individuals from both Veitch Penny and the Professional Financial Centre will be available, either for one-to-one discussions or more formal presentations depending on demand.   Topics will include Wills including the nil rate residence tax band that has been hitting the press,  guidance and information on Lasting Powers of Attorney and Equity Release for older clients.

Don’t worry if you can only stay for 5 minutes or an hour – we will be more than happy to see you. 

Free refreshments will be provided.  Although not essential, to assist our catering please contact us on 01363 772244 to confirm your attendance. 

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