Maintenance notice 14/11/2024: You may experience some disruption in the registration process on the website during this time. If you need support, please contact your local hub.

Financial Fitness for Business Owners: Strategy Sessions for Growth, Protection and Exit

Start:

25/09/2025 9:30 am

End:

25/09/2025 1:00 pm

Location:

Hub8, Chester Walk

GL50 3JY

Unlock the full potential of your business with an exclusive 1:1 financial strategy session designed for business owners. |This session will give business owners tailored financial advice to protect their company, grow wealth and plan for the future. You’ll get practical guidance on reducing risk, managing surplus cash, extracting profits tax-efficiently, planning for retirement and preparing for a successful exit. Whether you’re just starting out, growing fast, or getting ready to sell, these sessions will help you make smarter financial decisions.

What will I learn?

How to protect your business against risk with key financial safeguards
Smart strategies for managing and investing surplus cash
Tax-efficient methods of profit extraction and funding retirement
How to prepare financially for your business sale, or exiting
Tailored financial planning at every stage of your business lifecycle

Who should attend?

Business owners, directors and entrepreneurs seeking expert financial guidance to protect, grow and exit their business with maximum financial efficiency and peace of mind.

Event accessibility

The Growth Hub is committed to providing universal access to all of our events. Please contact The Growth Hub Cheltenham on cheltenham@thegrowthhub.biz or call 01242 809893 to request disability accommodations. Advance notice is necessary to arrange for some accessibility needs so we request you contact us at least five working days before the event whenever possible.

How to book

If you’re having difficulty signing up, it’s likely that the details you are trying to register with were initially entered prior to the launch of our new website in April 2024. You will therefore need to re-register for a new account, before booking a place to attend an event. If you are still having problems, please get in touch with a member of the Growth Hub team who will be happy to help: talktous@thegrowthhub.biz

About the speakers

Chloe Dunk

With over 10 years’ in the Financial Services industry, Chloe is an expert at advising business owners and successful professionals on wealth management strategies to help them to achieve financial independence. She is passionate about educating and empowering people to take control of their financial journey and achieve their goals.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Meta Advisors Limited, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at http://www.sjp.co.uk/privacy.

Meta Advisors 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 http://www.sjp.co.uk/products.

SJP Approved 27/01/2025

Event location

Hub8, Chester Walk,

Cheltenham,

GL50 3JY

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Financial Fitness for Business Owners: Strategy Sessions for Growth, Protection and Exit