Financial Guidance Drop-In Clinic

Would you like to explore options of how to reduce your corporation tax? Through tax efficient strategies and investments you could reduce your tax by 19-25%* whilst saving for your future.

*this depends on your company profits

Join us for an exclusive Financial Guidance Drop-In Clinic designed specifically for business owners and entrepreneurs who want to take control of their finances and secure long-term success. Whether you’re looking to optimise cash flow, create a more tax efficient business, put protection in place, reduce corporation tax or invest wisely, Liam Wright DipPFS is here to guide you every step of the way.

Why Attend?

✅ Master cash flow management for business growth
✅ Discover smart investment strategies for entrepreneurs
✅ Get expert insights on budgeting and financial planning
✅ Plan for long-term business sustainability
✅ Q&A session with an experienced, professional financial adviser

Potential Outcomes:

🔹 Improved cash flow and financial stability
🔹 Higher profitability and business growth
🔹 Smarter investment decisions
🔹 Effective tax planning and savings
🔹 Confidence in financial decision-making

Workshop Details:

📅 Date: Wednesday 5^th March
📍 Location: BASE Bordon Innovation Centre

Adviser Bio:

A Financial Adviser, Liam’s key motivation is to support and build long lasting relationships with clients and professional business owners. With a key focus in understanding their financial life goals and then implementing a strategy to help structure their finances in a way which is tax efficient and bespoke.

Outside of the office, Liam enjoys spending time with his family as a devoted husband & father. He enjoys taking care of himself at the gym, swimming and attending weekly spin classes. As a lover of sports, you’ll find Liam at his local golf course, out on his mountain bike or watching the football with his friends.

Don’t miss this opportunity to gain valuable financial knowledge tailored to business owners and entrepreneurs. Reserve your spot today!

For more information, please contact Liam Wright – liam.wright@sjpp.co.uk   07450 436491

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time.  The value of any tax relief is dependent on individual circumstances.

Twelve Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.

SJP APPROVED XX/XX/XXXX