Investment Specialists

BERKELEY HOUSE, 1 CHURCHBANK, BOLTON BL1 1HX TEL (01204) 531414 FAX (01204) 531614


29th April 2010

Dear Head Teacher,


I am writing to invite you and any staff (plus spouses/partners) retiring within the next twelve months to attend a Pre-Retirement Seminar. The seminars are being held during May and June 2010 in the North East and South of the country. Details of the venues and presentation content are attached; each seminar will begin promptly at 9.00am concluding at 1.15pm with refreshments served through out the morning and concluding with a hot/cold buffet lunch. There is no charge for attending these seminars.

We realise the important issues individuals are faced with as they approach retirement and we work in collaboration with experienced speakers to address and information on:

  • Changes to the Teachers Pension Scheme
  • Will & Estate Planning
  • Effective Inheritance Tax Planning
  • Investing in current market conditions

We currently serve a range of Public Sector organisations and consistently receive very positive feedback:-

“Berkeley St James has for a number of years been invited by Lancashire Education to do a financial presentation for teaching staff approaching retirement…they cover all aspects of finance/investment with clarity and offer practical impartial advice of a high standard…. The feedback from attendees is excellent”
Beryl Robinson Education Seminar Organiser Lancashire County Council

We anticipate that the seminars will be well attended and, even though attempts will be made to accommodate everyone wishing to attend, we suggest participants reserve places as soon as possible.
To register attendance or for further information please telephone 01204 531414, return the reply coupon to the above address, or fax it to 01204 531614, or email

I look forward to hearing from you.

Yours sincerely,

Maria Dabipi

Maria Dabipi
Marketing Executive BA(Hons) DipM ACIM


Berkeley St James Ltd is an Appointed Representative Of Tenetconnect Services Ltd
Which is Authorised and Regulated by The Financial Services Authority
Wills And Will Writing Are Not Regulated By The Financial Services Authority
Reg. Office: 1 Churchbank Bolton Bl1 1HX. Licensed Under The Consumer Credit
Act 380065. Co. Registered in England & Wales No. 2852333