Money Matters – 25th November

Every month Pearl House will focus on a topic that will provide some useful advice to those who are thinking about the next stage in their lives and planning for their later living future.
We will be hosting a series of events with independent experts so you can ask questions, find out about the benefits, and look forward to kick starting a new life at Pearl House.

Join us on the 25th of November for our ‘Money Matters’ event at 11am for an informal introduction to local financial experts Kept Assets and the PX Partnership.

Kept Assets will be here to talk on later life financial planning with Q&A’s, and The PX Partnership will be speaking about some of the myths of part exchange and the benefits this service can offer later life movers.

Book now to join us and learn about the things you might want to address with regard to your financial affairs and a later life move. This general overview will offer helpful tips and best practice for your future plans and will also detail how you might start a conversation with your family.

About Kept Assets

Kept Assets Limited are a specialist advisory firm based in Newbury that can provide residents and friends of Pearl House with Bloodline Planning through their comprehensive Will writing or estate planning services.
The Kept Assets team are looking forward to meeting everyone at Pearl House and are delighted to offer Eden Retirement Living residents and associates some free advice, residents will also get a discount against the standard Kept Assets fees if engaged.

About the PX Partnership

The PX Partnership are one of the most respected groups in the UK having been in operation for over 35 years. Their professional friendly and experienced team will be joining us at Pearl House to talk and guide you through some of the interesting things and benefits you may not be aware of when looking at Part Exchange.
They certainly know how to remove any of the uncertainties of the buying and selling process and will be able to demonstrate their flexibility and ways they can assist in making a less stressful experience when making a move.

How to book

Call our team on 01635 551229 , email or use the link below.