Event: Chamber Webinar – PIPSI – 5 Steps to Planning Your Finances

PIPSI is an acronym used when planning your finances to determine your priorities:

• Protection
• Income Protection
• Pensions
• Savings
• Investments.

In this session, Ralph and Emma will walk you through the process of using PIPSI to take stock of your current financial position and plan a way forward to achieve your short, medium and long-term financial goals.

The perfect session for anyone who is determined to take control of their finances but needs help with getting started.

When you register for your place, you will be sent a calendar invitation as confirmation of your place. The invite will include a unique link from Zoom for you to join the video call. 

About the Speakers

Ralph Hunt, Financial Consultant of Face to Face Finance 

Ralph Hunt is a Financial Consultant with over 25 years’ experience in the financial services industry, specialising in investments, pensions and long-term care planning.

Emma Knights, Financial Consultant of Face to Face Finance 

Emma Knights began her career in financial services in 2013 and qualified as a Financial Consultant in 2019. You may have heard her presenting the Your Recipe for Financial Success podcast!

About Face to Face Finance 

Face to Face Finance is a truly independent financial advisers based in Cringleford. We help individuals and businesses plan for a financially secure future whilst still being able to make the most of life today. The friendliest place in Norfolk to come for financial advice!