In-person financial health check for the self-employed

Understanding the financial health of your business is vital for making informed financial decisions. Yet, too many self-employed businesses fail to employ diversification or investment strategies that could protect and grow their wealth. We’ve teamed up with our independent financial advice partners, Chase de Vere, for an in-person event in London that’s designed to challenge the way you think about and manage your finances.

Our expert-led sessions are specifically designed to cover all aspects of financial planning, allowing you to make the most informed decisions for your future. These specialist financial advisers and accountants will then be free for 1-2-1 sessions where they can answer specific questions about your finances and investment opportunities.

5.30 – 5.45pm: Registration and welcome drink

5.45pm – 6.45pm: Session 1

Join Rhian Lawson, Chartered Financial Planner at Chase de Vere. Over the course of 60-minutes, Rhian will dive into the essential elements of a robust financial plan designed specifically for the self-employed. Whether you’re just starting out or looking to refine your strategies, this in-person event will provide you with actionable insights to secure your financial future.

Key topics covered:

• Pensions: Addressing the self-employed pension gap—fewer than 16% of the self-employed contribute to a private pension. Learn how to bridge this gap and safeguard your retirement.
• Investing: Discover smart savings and investment strategies, helping you grow your wealth.
• Protection: Explore essential insurance options to protect your income, business, and personal assets.
• Estate Planning: Understand inheritance tax allowances and how they apply to your estate, ensuring your legacy is protected.

Important disclaimers: Investments can go down as well as up, and you may get back less than you originally invested. Tax planning is not regulated by the Financial Conduct Authority (FCA).

6.30 – 6.50pm: Break & networking

6.50 – 7.50pm: Session 2

• Tax strategies for self-employed individuals
• Setting up and managing business accounts
• Budgeting and cash flow management
• Understanding business expenses
• Invoicing and payment processing
• Q&A

7.50pm – 9.00pm: Networking, refreshments and dedicated 1-2-1 sessions (more details available soon).