Event
Make Your Business Your Wealth
Every business owner selling their company unknowingly foregoes substantial wealth, ranging from hundreds of thousands to millions of pounds. This event is brought to you by Wealth Teck and Charles Stanley.
Register now
20th Feb 2025 8:30 am Lancashire Cricket Club
Programme objectives
You will understand how valuable an asset your business is and how to manage its future potential. Much more beyond paying the bills and dividends, it could deliver a transformational capital sum.
You will also find out how financial planning and investment services, can create a roadmap for your wealth providing financial peace of mind that allows you to focus on building your business. And when you come to realise the value you have created, we can be there to restructure your wealth to make it tax efficient.
Join us on a journey of understanding that will allow you to address three key themes:
- Value creation.
- Achieving both business and capital productivity.
- Exit planning and wealth realisation.
Meet the hosts
Christiane Hutchinson MBA
Wealth Teck CEO
Christiane is a strategic management professional with a career spanning 25 years, working with SMEs Clients across all business cycles, building value, capturing value, saving value or restoring lost value.
Mark Kearney MSc
Wealth Teck Director, Value Creation
Mark is a management consultant and corporate finance professional. His experience includes transactions, funding and advising on strategic planning. Some of this experience was gained working with large multinationals but his passion is working with owner managed companies
Harry Bell
Director of Financial Planning, Charles Stanley
Harry specialises in advising successful professionals, entrepreneurs, and wealthy families on holistic financial matters including wealth structuring, investment management, inheritance tax planning and retirement planning, often working alongside his client's other professional advisers.
Ian Vitkin
Investment Manager, Charles Stanley
Ian is an investment manager creating and managing bespoke investment strategies tailored to each client’s objectives and tolerance for accepting short-term investment risks. Ian’s clients include private individuals, corporates, charities and trusts.
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Please note by registering your interest, you understand that Charles Stanley will process your data as per their Privacy Policy and will share this information with Wealth Teck.
More insights
Knowledge
Report: the UK's landscape for business exits
How have increasing interest rates and the cost-of-living crisis affected business owners and founders when it comes to handing over the reins? Download our latest report to understand the growing number of options across the business exit landscape.
