business financial planning workshop

Interactive session outlining a range of financial topics which might keep business owners and Directors awake at night and providing options and solutions to give you a better night’s sleep!

Topics include:

  • Business resilience
  • Charting a clear path
  • Protecting success
  • Using finance productively within your business


The session will include case studies and lessons learnt and will be tailored to delegates own challenges and queries.

Jacob Wright: Salt and Light Financial Services

I’m a young financial planner, no grey hairs (yet!) I have 3 children, James, Erin and Thomas. I’ve been in the financial services profession for 8 years and have a wealth of experience to help business and individual clients. Whether you’re a business or an individual client, my aim is to help you achieve ‘financial freedom’. That is the ability to live life on your own terms and have the financial resources to do so.

Lucy Painter: Funding Round Limited

With over 20 years’ experience in the financial services sector, Lucy now supports business clients to navigate their way through the complex landscape of commercial finance, securing funding solutions for the ongoing development of their business. As a business owner herself, Lucy fully understands the challenges and concerns business owners have, and draws on this experience to help reduce the perennial stresses and strains!

Don’t miss this opportunity to learn from a true industry leaders and take your financial planning to new heights.

Join Jacob and Lucy at the upcoming workshop tailored specifically for small and medium-sized enterprises (SMEs) where they will share a wealth of knowledge and provide invaluable guidance on the key areas that all business owners admit to not paying enough attention to.

Secure your spot today and embark on a transformative journey toward financial success and helping you build a solid foundation for a prosperous future.


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