The New Forest Wealth Management Business Breakfast - Sept

Welcome to The New Forest Wealth Management Business Breakfast!

Date: Wednesday 24th September 2025

Time: 7:30 AM - 10:30 AM

Location: Harbour Hotel Southampton

Come join us for a morning of networking and insights at our Business Breakfast event!

Dedicated to Business Owners & Professionals, connect with like-minded people in your local business community and gain valuable knowledge from our expert speakers.

Whether you're a seasoned entrepreneur or just starting out, this event is perfect for anyone looking to expand their network and grow their business.

What to expect:

Join us from 7.30am where there will be fresh coffee and time to meet fellow business owners before sitting down for a delicious cooked breakfast and to contribute to a round-table session where we introduce ourselves and share current growth or exit plans for our businesses.

Insight speaker TBC.

New Forest Wealth Management will also be offering all attendees a Corporate Financial Planning Health Check Questionnaire. This Health Check aims to highlight where companies may benefit from making changes to improve financial outcomes in the future. It will assess:

• Tax efficiency of corporate cash holdings
• Tax efficiency of profit extraction
• Pension and retirement planning for owner /managers and employees
• Business continuity
• Business succession
• Tax efficient life assurance
• Shareholder protection
• Building and realising capital value

Please note: This is a business breakfast event exclusively for Business Owners, CEOs, Directors and Professionals. A member of the New Forest Wealth Management team will be in touch to confirm your registration and attendance for this event.

We work in conjunction with an extensive network of external growth advisers and SME specialists, such as Elephants Child, who have been carefully selected by St. James's Place. The services provided by these specialists are separate and distinct from the services carried out by St. James's Place and include advice on how to grow your business and prepare your business for sale.

New Forest Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 10/06/2025