In May, The Cliff Hotel on the outskirts of Cardigan provided the beautiful setting for RJ Financial Planning Limited’s Launch Event. The hotel itself is situated along the West Wales Coast with breath taking, panoramic views over Cardigan Bay, the rugged coastline, the Teifi Estuary and the broad sweep of Poppit sands.
The evening began with reception drinks on a beautiful evening, overlooking the Cardigan Bay waters. Having seated over 100 guests and colleagues, Dan Looney from St. James's Place gave a presentation on inheritance tax planning alongside pension and investment information. He was followed by renowned, former Royal harpist and loyal client of RJ Financial Planning, Claire Jones accompanied by her musical husband, Christopher Marshall-Jones providing some light relief.
With the sun setting, guests enjoyed their meal and were entertained by a local up and coming comedian, Steffan Evans who certainly awoke the audience!!
Richard commented “It was fantastic to see so many loyal clients and friends gathered together in one room. RJ Financial Planning is all about the client, building a strong relationship and this was our chance to give something back. The business is forever growing. I’m humbled and very thankful to all my clients for their continued support and referrals to family and friends”.