The Business and Personal Wealth Review Workshop
Ashdown Park Hotel, 12th March 9.00am
Dear xxxxx,

As a business owner, you will probably identify with the following: at some point in the distant past you started your business. Key factors in your thinking were choice, income and the freedom that comes with running your own company. The challenge is that, for many business owners, the dream remains elusive. In fact, you may feel trapped in your business because: you know more than anyone else in your company about your industry; your customers ask to deal with you personally; you are involved in the building or creating of what you sell; and you are your company’s best salesperson.

Likewise, the story is similar in terms of personal wealth. How much time, energy and effort do we realistically find to consider and maximise the efficiency of our retirement, pension and investment plans? This is an area surely you would involve experts in their field in – especially a firm with a world-class track record?

Here is your chance to bring both aspects of your wealth together and engage with the leaders in their respective fields.

We’d like to invite you to this practical, info-packed workshop on maximising your wealth, led by two industry leaders in their respective fields: Wellesley Wealth Advisory and ActionCOACH. It will take place at Ashdown Park Hotel on 12th March from 9.00am. Please do join us!

Details and more information here: https://itoplo.synduit.com/TRLE0001

There is no charge for this workshop, but we do ask for a few things:

  • Firstly, your commitment to bringing an open mind, a notebook and being prepared to engage (it’s not a lecture!)
  • Secondly, consideration for a donation to our charity (The Chestnut Tree House Children’s Hospice).
If this is something you would like to take part in, please register your details below and we will be in touch.
Wellesley Wealth Advisory, Wellesley House, 50 Victoria Road, Burgess Hill, West Sussex RH15 9LH
01444 244551 info@wellesleywa.co.uk www.wellesleywa.co.uk
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