Summary:

Join us for an insightful breakfast co-hosted by Evelyn Partners, where we'll delve into the critical figure that defines financial security and peace of mind—the number that represents true comfort and freedom! How much do you actually need to be comfortable and free? Are comfortable and free even the right goals?

The breakfast is an opportunity to really look at what you need and paint your end goal. We will dive into personalised wealth management strategies, equipping you with the tools and insights necessary to achieve your desired post-exit lifestyle.

Key topics will include:

Magic mathematics: calculating the optimal amount for a secure financial future.
It’s all about you: Considering personal goals, including long-term aspirations and lifestyle needs.
Risk/Reward: Assessing risk tolerance to align financial strategies with comfort levels.
Preservation & growth: Expert guidance on wealth management strategies to grow and protect wealth.
Investment strategies: to ensure sustained financial growth post-exit.
Tax, the immutable law of nature: Tax planning tips to maximise wealth and minimise liabilities over the long term.

Meet the Experts:

Nick Travis is the Head of Entrepreneurs at Evelyn Partners, Nick assists a broad range of clients in structuring long-term financial plans and discretionary portfolios. He works closely with tax and financial planning professionals to ensure all elements of a client’s wealth are considered.

Luke Brooks, Managing Partner – Financial Planning

Luke has specialised in providing private client financial planning advice since 2002 and joined Evelyn Partners, then Smith & Williamson, in 2005. His experience encompasses advising business founders and owners, C-suite directors, partners of accountancy and law firms, and investment professionals. Luke helps private clients to accumulate sufficient savings to fund their retirement and needs in later life, including managing their income needs on an ongoing basis. He also advises private clients on appropriate strategies for maximising the tax-efficiency of their investments using a variety of structures and tax-efficient investments.

Ticket price: Free (included in membership)

Cancellation Policy:

We kindly ask that members only sign up for events that they are certain they can attend. If you’re unable to attend an event, please contact the Events Team at least 7 days in advance, or as soon as possible in case of an emergency.

Remember, cancelling an event or not showing up means that another member may miss out on a unique opportunity, as well as there being a financial cost to Helm for the venue hire and staff time.

Any questions please contact eventmanager@helmclub.co

Breakfast: The Wealth Equation - How Much Do You Really Need?