Free

Protect & Grow Your Business

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Marketing Suite

100 Longwater Avenue

Green Park

Reading

RG2 6GP

United Kingdom

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As a business leader, you know that running a business is not just about selling products and services. From your people to your premises, and your IT to your IP you have a huge responsibility to ensure that your business is not only protected from those risks which can derail your business, but also has the capacity to grow.

Co-hosted by Beaufort Financial, Corinthian and Finch Group, this free seminar will provide you with a range of practical tips and ideas for the most effective ways of protecting and growing your business. Experts from each will cover:

• Risks posed by increasing cyber attacks and the new data protection legislation – we’ll discuss the opportunities and support provided by Insurance policies, to protect your business when things happen!

• Managing the loss of a key worker of director

• Protecting your assets with efficient tax planning

• Attracting and retaining talent for growth: the benefits of employee benefits


The Presenters

Frank Hernandez, Finch Group

Frank is a Professions Manager and specialist in Cyber and Data Protection Insurance. Frank deals with clients ranging from individual contractors to AIM Listed PLCs, and in recent months has worked closely with IT clients to review, support and develop their Data Protection and Cyber security policies

Andy Coles, Beaufort Financial

Andrew is a Chartered Financial Planner. He has worked as an adviser since 2009 and joined Beaufort in the summer of 2013. Having previously worked as a self employed adviser, Andrew has experience in all aspects of financial planning. Andrew specialises in creating tailored financial plans for individual clients and business owners approaching/planning for retirement, challenging them to focus on their real requirements and aspirations for retirement before creating them a bespoke retirement plan.

Mark Dolby, Beaufort Financial

Mark has been in the financial services industry for over 20 years. Mark is a great believer in the value of building long term relationships with both private clients and professional introducers. He places great importance in communicating regularly with clients to make sure that their financial planning objectives are reviewed and met.

Robert McGregor, Corinthian

Robert is an experienced company director who has built several multi million turnover businesses. He is committed to finding a way to get companies and employees to really engage with pensions and benefits and change the way people view long term saving.


Date: Thursday 8th March

Agenda:

9.30-10.00: Breakfast and registration*

10.00-10.30: Protecting your business from cyber-attacks – Finch Group

10.30-11.00: How can you protect against the loss of a key worker or director in your business? Beaufort Financial

11.00-11.30: Attracting and retaining talent for growth: the benefits of employee benefits - Corinthian

11.30-11.45: Q&A

11.45-12.30: Tea & Coffee

Venue: Green Park Conference Centre, Reading

Cost: Free of charge

* Please advise us of any special dietary requirements on booking


We look forward to seeing you there.

Kind regards,


Chris Shaw

Managing Director, Beaufort Financial (Reading)


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Date and Time

Location

Marketing Suite

100 Longwater Avenue

Green Park

Reading

RG2 6GP

United Kingdom

View Map

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