Coastal Co.nnect

Venue: NR30 2QF, UK

Start Date / Time: 22/03/2023 9:00 am

End Date / Time: 22/03/2023 10:30 am

Member Rate: Free (plus VAT)

Non-Member Rate: £8 (plus VAT)

Our Coastal Co.nnect is returning on the 22nd March 2023 in Great Yarmouth. Dan Morgan, Financial Adviser at Dan Morgan Financial Associates will be speaking at this event. About Dan Morgan Financial Associates I provide a face-to-face bespoke service. I believe in advising my clients like I was advising my own family. I have 15 year’s experience of working in the financial industry at Nationwide Building Society where I have been able to help my clients plan towards having the lifestyles they want without the financial worry. The three stars on my logo represents my 3 children, my son and twin girls. I enjoy going to the gym, walking, hiking and really anything that’s good to help with our own well-being. I love to experience new challenges and recently went White Water Rafting in Wales and plan to hike the 3 Peaks in the UK and then visit Machu Picchu in the future. How I can help my clients: Pension planning and Investment planning Family Protection Inheritance Tax, Trust and Estate Planning I believe that regular communication is key to keeping you informed of issues that may impact your financial well-being. With this in mind, I distribute a range of newsletters to my clients. Trusts are not regulated by the Financial Conduct Authority.

Agenda

09:00 – Attendees arrive, refreshments and networking

09:20 – Welcome from Norfolk Chambers of Commerce team

09:25 – Speaker from Great Yarmouth Council Speaker

09:30 – Talk from Dan Morgan

09:45 – Networking opportunity

10:30 – Event ends

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Venue: NR30 2QF, UK

Start Date / Time: 22/03/2023 9:00 am

End Date / Time: 22/03/2023 10:30 am

Member Rate: Free (plus VAT)