25Aug 2023

Business Networking Meeting - Chartered Financial Planner

'10 Minute Tip' by Steve Baker - Chartered Financial Planner - 7am to 9:30am

Steve Baker is Advanced Associate of The London Institute of Banking & Finance qualified. Steve has over 32 years experience in financial services.

Steve specialises in tailored advice to businesses and individuals based upon their circumstances and aspirations. Steve partners with Futura Wealth Management and uses the most advanced software and computer systems to back up his advice.

Steve also offers financial coaching on a regular basis giving you consistency of advice for your evolving lifestyle and/or business plan.


About the conversation:

Protecting an Undervalued Asset

Do you really know the value of your various assets? Does financial stuff baffle you? Hopefully, our 10 Minute Tipper this week can help clear the fog.

Chartered Financial Planner, Steve Baker will be sharing his knowledge on the following topics

1) Taking planning steps now
2) What you need to enable maximum benefit
3) Avoiding potential shortfalls
4) What this asset is worth to you