Marlow Professionals Club
The Marlow Professionals Club
Meeting: Thursday 15th November 2018 from: 7.30am - 9.30am
Venue: Sonning Room, Bisham Abbey National Sports Centre,
Bisham Village, Marlow Road, Bisham, Marlow SL7 1RR
Speakers: Lorraine Sellwood and Geraint Spiller
Lorraine is a Senior Wealth management consultant from Eight Wealth Management a principle partner practice of St. James’s Place, she helps both individuals and businesses with their financial planning.
Lorraine’s talk will focus on effective tax planning and analysing whether you are paying too much. By simply doing the basics and understanding the annual tax free allowances, tax can be reduced effectively. Lorraine will identify these in her talk and help you to utilise them.
Senior Wealth Management Consultant
Eight Wealth Management
Principal Partner Practice
First Floor 11 West Street
Marlow, Buckinghamshire SL7 2LS
Tel: 01494 578299/07737787187
Fax: 01494 578301
Geraint (or Gee for short) is an experienced mortgage adviser with one of the UK’s fastest growing networks JLM Mortgage Services. He helps clients with all types of mortgage needs from residential to bridging finance and will try to share some of his knowledge in his 10 minute presentation.
Geraint’s talk will focus on mortgages for the self employed and how to plan effectively with your accountant to maximise your choices when applying for a mortgage. Banks view self-employed income differently to PAYE applicants so understanding how they differ is key for self-employed clients.
The Professionals Club has a focus of bringing local professional people together from all industry sectors. The meeting will help to support local business collaboration and gain answers to your business questions, whilst increasing business networks.
Lorraine Sellwood, Senior Wealth Management Consultant of Eight Wealth Management and Lucy Wood of BP Collins Solicitors established the Professionals Club. Given their professional background as a Financial Advisor and an Estate Planning Solicitor, they aim to support the attendees of this group with their knowledge and expertise in these areas.
This will be an OPEN meeting to all.
- Open networking
- Welcome and Vision for the Gold Club
- 10 minute speaker
- Relevant industry news
- 60 seconds
- Ask the expert – Q and A
- Meeting close – local event promotion
Speakers: to be announced
We look forward to seeing you there!
The meeting will be held at:
Where: Sonning Room, Bisham Abbey National Sports Centre, Bisham Village, Marlow Road, Bisham, Marlow SL7 1RR
On: Meeting: Thursday 15th November 2018 From: 7.30am - 9.30am
Please note: this is a business meeting and business attire is required.
Cost: £14 Members (discount will be automatically deducted at the checkout) to cover refreshments and room contribution. Non-members £18
Refreshments - Light breakfast - bacon rolls, pastries, fruit, tea and coffee
Meetings: Quarterly: 3rd Thursday 7.30am - 9.30am
|Event Date||7:30 am 15-Nov-18|
|Event End Date||9:30 am 15-Nov-18|
|Registration Start Date||12-Jun-18|
|Cut off date||7:00 am 15-Nov-18|