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Zoom discount - 50% off listed price!

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Money matters for business & life

This workshop will give you an overview of the different types of investments and options for you to consider. It will cover:

  • The Stock Market - a simple outline
  • Holistic financial lifetime planning
  • Bonds - creating your own portfolio
  • Strategies/diversification/conviction/profits in today’s market?
  • Investing for children
  • Tax benefits/opportunities in financial planning
  • ESG - investing to save the planet

Book your place now

I enjoyed my first meeting at The Business Community. The atmosphere was friendly and welcoming. Anyone new to networking would feel comfortable from the outset. The agenda was enjoyable, but business-like and informative. It was interesting to learn about all the other businesses around the table, and they showed a genuine interest in my business. What stood out for me was when we broke for a 10 minute 121 with another individual. That was a chance to establish a real connection with someone else in the room.

Professional environment and extremely friendly. We have plenty of recommendations and customers from networking hence the reason to go further with this group. Various locations to choose from and on top of this, there's always a warm welcome from Paul.

In the short time I’ve been a member, The Business Community has transformed my business and I’ve met some fantastic contacts along the way. Paul Green and Stephen Church are excellent hosts and bring great charm and personality into the meeting. Highly recommended to any business - whether starting out or established.

The Business Community is a vibrant networking group that successfully combines professional relationship building with business education. Paul’s engaging facilitation style enables people to bond quickly and learn from each other. The inputs provide up to date thinking to challenge the members of The Business Community to think and act differently so to improve business results.

Leader(s)

Neil Wattam

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Neil has worked in various finance and accounting roles since 2004.His experience of working in numerous businesses and sectors provides a sound base from which to help clients. Neil is a Chartered Accountant (ICAEW) and holds the Diploma in Regulated Financial Planning (CII). Neil is studying towards Chartered status with the CII.

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Rob Harris

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For more than 30 years, Rob dedicated himself to giving professional financial advice to all kinds of individuals, businesses and corporations. Time and again, his clients confirmed how delighted they were that their savings and

investments prospered so well.

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Venue

Zoom 

Time: 2-4pm

Price: £59 (free to members)

Future dates

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