XPX London will be covering the third pillar of exit transition – Business Legacy – in our November event.
It is easy to view the sale of your business as an end in itself without giving sufficient thought to planning your lifestyle options going forward. You are used to setting and creating a defined path with clear goals within your business, what can you learn from others about having an equally clear strategy for the next stage of your life ?
We have a fascinating presentation from a Wealth Management advisor, along with one of his recently exited clients that explores the reality of managing your post-exit options.
The event will also include structured as well as informal networking opportunities with the XPX London team and other guests. Light refreshments provided.
Our Speaker: Daniel Bloomfield DipPFS, Cert II (MP) -A Partner of the St. James's Place Partnership
David is a fully qualified Financial Planner with experience in property, traditional investments and tax strategies that ensure his clients build and preserve their wealth. He spent 10 years working for one of the UK’s largest insurers and then set up his own business which he ran successfully for many years. He joined St. James’s Place 8 years ago.
David also volunteers with The Prince’s Trust as a mentor to young people in business.
Having run his own business for over 20 years has helped him to understand his client’s challenges and empathise with the issues that they face.
When: Thursday, November 16 from 16.00 to 18.00
Location: TBD in Central London
Duration: 16.30 start to 18.00 (90 min)
Event Value: £35
Our November event fee is waived, courtesy of our sponsors. However registration is required for headcount purposes.