Sheffield finance adviser to hold masterclasses for local businesses
Financial planner, Jillian Thomas is to host a series of free masterclasses to help local business owners organise their finances.
Jillian, director of Future Life Wealth Management, is running the sessions, ‘Managing your money for business owners’ in Sheffield, starting with one about creating a financial plan.
Jillian said: “We have a lot of great businesses in Sheffield offering some great products and services. They are often run by owners who know their sector well, but may lack some knowledge in financial matters and that can hold them back.
“We are particularly keen for women owners to join us at the masterclasses as it often seems they often lack of confidence in financial matters and that can stunt the growth of some potentially great businesses.
“More financial awareness will lead to more confidence to scale up the business and ultimately to grow the local economy. And that can only be a win-win, for the individuals, their companies and the region.”
The first masterclass, on creating a financial plan, will be on September 27 at Kenwood Hall Hotel. The second, at Mosborough Hall Hotel on October 16, will look at pensions and the third at Double Tree by Hilton, Sheffield Park, on November 22, will focus on investments and life assurance.
Future Life Wealth Management is based in Renishaw and was set up by Jill in 2010. The company offers a bespoke financial planning service to generators and receivers of wealth.
For the last five years running Future Life has been listed in the New Model Adviser Top 100, which recognises financial planners for their qualifications, income and commitment. Jillian is also a past president of Sheffield Chamber of Commerce.