Join us – with a cup of tea or coffee – for an informal virtual networking meeting! An opportunity to update each other on how our businesses are progressing post-lockdown, to meet new people and to ask each other questions in a relaxed setting.

The event is hosted by Matthew Lawson, Chairman of New Forest Business Partnership, with special guest Sarah Ewart, an Independent Financial Adviser with Station Financial in New Milton.

Sarah has a wealth of knowledge having been in the industry for nearly 30 years.  Sarah was an Accountant early on in her career and then ran a successful wealth management business in London for 20 years, before joining the Station Financial team.

Sarah says that business people, by definition, are good at generating income from what they do. They do not, however, usually have the time or knowledge to optimise their financial position. This can be as simple as getting a better return on investments, but could be as complex as how to access investment and/or pension funds while minimising tax.  Some individuals are risking financial disaster through lack of simple protection (i.e. wills).

This presentation gives a taster of different areas where professional advice can help to generate greater wealth for you and your family.  Many people are re-evaluating their lifestyle in these strange and unprecedented times, so it makes sense to overhaul your finances if you want to achieve your future financial goals.

Support and advice is on hand with the opportunity to share experience and expertise with fellow New Forest businesses. We look forward to welcoming you online!

Please note that this is a virtual Zoom meeting and is free of charge.

You do need to book by 1400 on Wednesday. You will then receive an email just after 1400 with the Zoom meeting ID and password to enable you to join the meeting online.