Our next South Manchester event

Thursday 9th May

Manchester Airport Marriott, 12.00 noon - 2.00pm- Hale Barns, WA15 8XW

Seminar

Time - Registration 11.00am for a prompt 11.15am start

Presenter - Justina Best & Paul Chester from Close Brothers Asset Management

Topic - Securing Your Financial Future

Synopsis:

The presentation will cover the importance of having a financial plan in place at whatever stage of the business life cycle, and will highlight how best to rise up to the challenge of retirement planning for a business owner.

Content:

  • It starts with a plan
  • Retirement is a life challenge
  • The benefit of a SIPP/SASS pension during the business cycle
  • Watch out for the allowance barrier
  • Next steps

About The Presenters:

Justina is the Business Development Director for Close Brothers Asset Management in the North and has over 20 years experience in working with clients across a wide range of financial services propositions.  Justina also holds the Investments Management Certificate qualification.

Paul has over 20 years experience in financial services and is responsible for providing financial advice to individuals and company directors from the Close Brothers Asset Management practice in Manchester where he is a Chartered Financial Planner. He is suitably qualified having attained qualifications; Chartered MCSI, Dip PFS. He holds the CII G60 pensions qualification and the pensions update R08 qualification.





Cost

Members - £40.80 - Book Here

Non Members - £40.80 - Book Here

Justina Best

Justina Best

Paul Chester

Paul Chester

Close Brothers Asset Management Logo

www.closebrothersam.com

Come and join us at

OUR NEXT EVENT

Thursday 9th May

Manchester Airport Marriott, 12.00 noon - 2.00pm

What members and guests say

"Not only does Business Network make sense financially, it's a huge asset to business owner/managers and the 'lonely at the top' syndrome. There's a huge wealth of knowledge and regional business information within the South Manchester branch, high quality businesses and a tangible community feel about the whole group. If I need a contact or expert advice, or if I'm struggling with something, there?s always someone I can call and get a result. When you're running your own business, being able to access that support and 'business intelligence' is invaluable. So for me, South Manchester Business Network isn't just a professional networking group; it's a natural extension of my own business."

Penny Lines
No Nonsense Marketing

"3 years! Its seems like only yesterday that I was fighting my way through the Cheshire lanes to the launch of a brand new networking group. These days, new networking groups seem to spring up like weeds, but this one WAS different. It ticked all my boxes and I decided to join at that launch meeting. And I'm still there after three years, because it did deliver on those initial expectations, and continues to do so!! Why do I continue to like The Business Network? Three Simple Reasons: 1 - Its a pleasurable experience. Great lunches in nice locations each month. A structured meeting format, but not rigid. Great educational seminars. Meeting decision makers not salesmen as fellow members. Importantly , you feel you are among friends, all willing to help you. 2 - It helps my business. As a digital marketing consultancy, the majority of our clients come through referrals. I have been introduced to a number of new clients by fellow members and met great companies to partner with through the network. 3 - You don't know when you will meet your next client! As host, Karen works hard to attract new people to every meeting. As well as growing the membership, these visitors help to keep the meeetings fresh and dynamic. And hopefully some may need our Internet Marketing services! Happy 3rd Anniversary!"

Andy Wooles
WSI Internet Marketing