Join us for this special women’s lunch where will have two experts in financial planning and investment to help guide and advise you on the best way to invest your money so that it is there for you in the future. This is open to anyone wishing to learn more about how to invest and also chance to network.

Often we don’t think about financial planning enough but it is vital in order to ensure your long-term financial wellbeing and to protect, manage and grow your finances for your family and future generations . 

We are very honoured to have both Lucy Poole Investment Director and Danisha Chadha, from Trinity Bridge – experts in financial planning and investment come and advise on this.

Lucy joined TrinityBridge as an Investment Director in 2019 and has over 15 years’ experience in managing multi-asset class portfolios Lucy graduated in 2006 with a 2:1 degree in Economics from City University and holds the Diploma in Wealth Management from the Chartered Institute for Securities & Investment. Lucy is a Chartered Fellow of the CISI.

Danisha Chadha is a Fellow of the Personal Finance Society, Chartered and Certified financial planner and STEP affiliate, Danisha is highly qualified and well versed in all aspects of financial planning. Danisha has particular expertise in pensions, retirement and estate planning and provides a structured ongoing service for clients who range from early[1]stage tech startups to private clients wishing to pass on their wealth to future generations. In her free time Danisha likes to travel, scuba dive, horse ride, visiting the theatre and gigs as well as photography

 The event will start at 10.30 am to meet and mingle with the talk starting at 11.00

We will then break for lunch at 12.15 where the kitchen have created a menu especially for the day.

Tickets are £35 per person and spaces are limited to allow a chance for everyone to meet and talk.

To book please email info@thequeensarms.com or call 01963 220317