Unlocking Your Future: Foundations For Personal & Business Success

The world we live in is increasingly complex and challenging.


Understanding tax, tax returns, allowances, investment, pensions are all increasingly complicated. We all lead busy lives and we have other things to do.


In many respects it doesn’t matter what you’re doing. Whether you’re running a business, running a home, or trying to plan school fees/uni fees. Or helping your children to get onto the property ladder


We can all benefit from knowledgeable, trusted professional expert advice.
Peace of mind is worth its weight in gold.


It’s never been more important for us and for our children to be financially literate. Getting the basics right and having robust foundations in place creates confidence and is key to long term success and feeling secure for yourself, your family and your business.


This session brings together financial and business leaders Wendy Patterson (Managing Partner – WSM Partners) and Poppy Fox (Investment Manager – Quilter Cheviot) to help us navigate our way through these challenges, exploring actionable strategies for personal and business growth, creating a resilient structure for the future.