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Free Wealth Planning Surgery Sessions for members with JM Finn

Event date: 22 January @10:00am-4:00pm

As we kick off 2026, take control of your financial future

On 22^nd January, JM Finn’s Wealth Planning team are offering a free 30-minute information session to help tackle any burning financial planning questions you might have, at their offices in Queen Square.

Sessions must be pre-booked and are available on a first come first served basis.

Just some of the areas the team can help with include:

Pensions and retirement planning – with an array of options for retirement, it’s easy to feel bamboozled. Whatever stage you’re at, the team could shed some light on your own situation, give tips on how to work out whether you’re on track and help you to think about making a concrete plan.
Ensuring you use all available tax reliefs– are you using all the reliefs you’re entitled to? Our wealth planners could help you unearth new ways to be more tax-efficient – and make you money work harder.
Planning your legacy for loved ones– taking control early can often give you more options to maximise what you pass on to your family. The team can give you information to help determine if your estate could be liable for inheritance tax – and what to do about it if so.

If you'd like to attend, please contact the JM Finn team at events@jmfinn.com. To ensure the session is as productive as possible, you may be asked to provide responses to some preliminary questions.

The sessions will run from 10am until 4pm at the JM Finn office at 22-24 Queen Square. This is on the 1^st floor and can be accessed by lift via the main reception.

Burges Salmon has been an enthusiastic supporter of BLS for many years. BLS provides a valuable role in uniting and promoting the whole of the legal sector across Bristol to benefit both its members and the city. It facilitates collaboration across the sector to ensure that we can all make a difference. Whether that is driving important initiatives in, for example, Equality, Diversity and Inclusion and the use of new technologies, liaising with stakeholders and charities in our wider community or providing training to generations of lawyers, the service and support provided by BLS is invaluable. More recently BLS has taken a lead on promoting Bristol’s legal brand, encouraging legal and business services talent to come to the city, which in turn attracts clients and inward investment to our thriving and vibrant commercial community. BLS breaks down barriers and brings those in the profession together for the greater good. We are proud of our long-standing association with BLS.
Roger Bull - Managing Partner, Burges Salmon
Three things to say about my experience of working with Bristol Law Society. Their central team, council members and general hangers-on are just about the nicest, most generous group of people working in the legal sector today. The numerous events, awards, socials and conferences I’ve had the pleasure to attend over the years have been, without exception, top quality and supremely organised. And, thirdly, they consistently exceed and challenge the boundaries of what lawyers might assume a regional Law Society will restrict activities to – from a hugely successful charitable school meals drive to corporate social responsibility and diversity campaigns to being joint architects and coordinators of the region’s unique Bristol+BathLegalTech group, which it has been my privilege to co-chair for the last five years.
Chris Bull - Principal, Edge International
As one of the leading Insurance brokers for law firms in the UK and with a large presence in Bristol it seemed only natural for us to support the Bristol Law Society. Bristol Law Society is one of the oldest and most vibrant of the Law Societies in England and Wales. We are pleased to be working with them on important matters relating to law firms’ liability insurances and Risk Management. From Sole Practitioner to Top 20 law firms we are sure our two organisations can provide excellent support and assistance for the challenges faced by the legal profession.
Matthew Baker - Financial Lines Group, Howden Insurance Brokers Ltd
Joining BLS in 2013 and becoming President in 2018/19 has created many longstanding friendships and business relationships, whilst also unlocking doors to other opportunities in the City. BLS enabled a perfect balance of professional development and also opportunities to give back to the legal and wider community. I am pleased that my Firm has supported BLS in many capacities since 2013 and continues to do so.
Nicholas Lee- Managing Director of Paragon Costs Solutions and Past President of BLS