Come and joining like-minded business owners for some networking and informative business advice.
Welcome drink and networking on arrival.
Informal presentation from Rhiannon Cafferty, of Berkeley St James Wealth Management
Are you a business owner that can confidently answer the following questions?
- Many clients say “my business is my pension” but is it?
- Is your corporate cash working as hard as you are?
- What would happen to your business if you lost a key person?
If you are unsure if you have these area’s covered in your business, or even if you think you have the answers, why not come and meet like-minded business owners to network and receive an overview of how you can address these area’s in your financial planning and check you are on track.
We all recognise that we are far more likely to achieve our objectives if we have put a plan in place first. Preparing for your financial independence is no different and working with professional advisers is a key requirement to achieve your desired goals.
Further networking opportunity following the presentation.