Free financial health masterclasses

Date Published: 25/06/2019 14:11

We have teamed up with Bhayani HR and Employment Law to offer a series of free financial health masterclasses for business owners and directors.

Jillian Thomas, our MD, will run the masterclasses with Jay Bhayani hosting them at her company’s offices in the centre of Sheffield.

The first masterclass, in September, is entitled ‘Creating a financial plan and pensions uncovered’.

Jillian said: “There are a lot of great business people and business owners in Sheffield offering great products and services. But they may be held back simply because they lack some financial knowledge. We want to do our bit to give business owners and directors more confidence, particularly those who are thinking about how and when they might retire.

“By doing that we know we can help businesses thrive and grow, and that is good for the individuals, the companies they run and the wider economy.”

Jay, director of Bhayani HR and Employment Law, said: “We are delighted to team up with Jillian and her team. People are so busy concentrating on their core business that future plans and aspirations are often neglected. Jillian’s expertise will be invaluable to get directors thinking about their financial health.”

The masterclasses will be held at Bhayani Law’s offices on Shoreham Street and will run from 4.30pm to 6.00pm, with the first on September 4. The second on October 28 will look at investments and life assurance. And the third, on December 9, will be a chance to pull it all together in a plan, with opportunities for one-to-one sessions with Jillian and her team at a later date. All the classes must be booked in advance.

Bhayani HR and Employment Law specialises in all areas of employment law and HR services. The award-winning firm is one of the UK’s only niche firms offering a one stop service from HR to employment law.

Future Life Wealth Management, which is based in Renishaw, was set up by Jillian in 2009. The company offers a bespoke financial planning service to generators and receivers of wealth.

Every year since 2013 Future Life has been listed in the New Model Adviser Top 100, which recognises financial planners for their qualifications, income and commitment. Jillian is also a past president of Sheffield Chamber of Commerce and is currently a patron of East Midlands Chamber of Commerce.

To register on a masterclass contact 01246 435996 or email info@wealthmanagement.co.uk.

Details of the classes:

The masterclasses are all free and will run from 4.30pm to 6.00pm, with refreshments and food served afterwards.

September 4 Creating your financial plan and Pensions Uncovered.

Setting goals and objectives and creating your open inflation rate and understanding what risk to take on investments. If you own your own business and you want to maintain your current lifestyle post sale, we can help you to work out the price you need to sell your business for, taking all the guess work out. During this session we will also demystify pensions, we will tell you what they are and how they work and how they can be used. How they can be used to purchase commercial property and the benefit to your business. We will unravel Pensions Freedoms and will tell you what that means for you and the benefits for your family.

October 28  Investments and life assurance

How to protect your assets, how to save, how to establish affordability and what risk is, to establish your ability for loss and prioritise in the accumulation phase of the financial plan. What are the different type of protection for personal and professional use, including Shareholder Agreements and Keyperson Assurance.

December 9  Putting it in a plan.

The chance to start creating your personal financial plan, considering your personal inflation rate, along with the investment return versus investment risk to achieve your goals. We can then arrange a one to one meeting where we draw everything together establishing what date you can be financially independent and could retire.

Contact Us

Future Life Wealth
Management Limited,
Future House,
54 Ravenshorn Way,
Renishaw, Sheffield S21 3WY

+44 (0) 1246 435 996
info@wealthmanagement.uk.com

Opening Hours
Monday - Friday 8.30am - 5.00pm

Legal Information

Future Life Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority
The Financial Conduct Authority does not regulate taxation & trust advice
We are entered on the The Financial Conduct Register No 509960 at www.fca.org.uk/register
The Financial Ombudsman service can be found at www.financial-ombudsman.org.uk
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