Mattioli Woods is inviting Chamber members to a free evening event designed to help business owners and senior professionals identify financial blind spots that may be limiting their personal wealth. Taking place at Fazeley Studios on 18 November, the session will combine expert advice on finance, leadership, resilience and managing change.
Key takeaways
- The event will take place from 5pm to 7.30pm on 18 November.
- It is aimed at business owners and senior professionals.
- Leadership coach Nim Pancholi will be the guest speaker.
- Discussions will cover the UK economic outlook and three common financial blind spots.
- Registrations are now open.
The free event is intended to provide practical guidance in an informal setting, helping attendees consider how effectively their business success is translating into long-term personal financial security.
Why financial blind spots matter
Many entrepreneurs devote years to building successful companies but can overlook the wider financial planning needed to protect and use their wealth. Mattioli Woods wealth management consultant Henry Allen said business owners’ finances can remain heavily tied to their companies, while pension arrangements may be underused and succession planning left unresolved.
These issues can be difficult and time-consuming to address later, particularly when family interests, business ownership and retirement plans overlap. The event will encourage attendees to examine these areas before they become more complex or restrict future choices.
What the event will cover
Alongside the three financial blind spots highlighted by Mattioli Woods, the session will examine the UK economic outlook and its potential implications for British businesses and entrepreneurs. The discussion is expected to consider how changing economic conditions can affect decision-making, investment and longer-term planning.
The programme will also focus on leadership, resilience and navigating change. These themes are especially relevant to business leaders managing uncertainty while trying to maintain growth and protect both their organisations and personal finances.
Expert perspectives for business leaders
Nim Pancholi, a leadership coach, has been announced as the guest speaker. Their contribution will add a leadership and personal development perspective to the financial discussions, including how entrepreneurs can build resilience and make more confident decisions during periods of change.
The event will be hosted by Henry Allen, who said the aim was to create an opportunity for honest conversations about issues that successful entrepreneurs may otherwise postpone. He encouraged business owners to consider whether their current arrangements are keeping pace with the businesses they have built.
Event details and registration
The event will be held at Fazeley Studios on 18 November, running from 5pm to 7.30pm. Attendance is free for Chamber members, and registrations are now open.
With places intended for business owners and senior professionals, the session offers an opportunity to review financial priorities, hear from specialists and consider practical steps towards more resilient personal and business planning.
Sources
- Businesses invited to attend free event on discovering financial blind spots, Greater Birmingham Chambers of Commerce.
