Unlock Financial Potential, Drive Business Growth

Finance Focus:
Strategies for SME Growth

Join us for an enlightening event designed for business owners, start ups and entrepreneurs eager to unlock the secrets of financial success and propel their enterprises toward sustainable growth.

Welcome to “Finance Focus: Strategies for SME Growth,” a transformative workshop designed exclusively for small and medium-sized enterprises (SMEs) looking to elevate their financial acumen and expand their business networks. In this dynamic and interactive setting, you will delve into cutting-edge financial management techniques tailored to fuel your business’s growth. Gain invaluable insights into strategic planning and funding opportunities from industry experts and seasoned facilitators who will guide you through real-world applications.

By attending, you’ll not only enhance your financial strategy toolkit but also engage with fellow entrepreneurs, fostering connections that can drive collaborative success. This workshop promises a hands-on experience, ensuring you leave with actionable strategies and a robust network to support your business’s journey. Join us to empower your enterprise’s financial future and pave the way for sustainable growth.

Meet the industry leaders sharing insights.

Our workshop features esteemed industry leaders renowned for their expertise and groundbreaking achievements in business finance and growth strategies. These thought provoking leaders are recognised for transforming complex financial concepts into practical insights that empower businesses.

Karen Wier

Manging Director - Weir Insurance Brokers

Achievements include 'Compliance Broker of the Year' by the Broker Network in 2020. shortlisted for Broker of the Year in the Insurance Awards in 2024, and winner of the award for staff training in the National UK Broker Awards 2024. Karen was President of the Newcastle Insurance Institute in 2008 & Presented with distinguished service award in 2014 by Chartered Insurance Institute.

Martin Wardle

Director - Robson & Laidler

Martin has been helping those in business and those in property since 1993 via his work at Robson Laidler specialising in helping clients to grow and manage their businesses/portfolios. Martin has sat as Branch Chair for the National Landlords Association in the North East, on the committee of the Gateshead Private Landlords Association and is a founding member of North East Landlords which helps private landlords and property developers to stay up to date with legislation and maximise their returns from property investments. He also helps people set growth targets and hold them accountable to make sure they happen.

Wendy Haden

Director - Enigma Wills & Trusts

No two people are the same nor are their wills or plans for the future. We offer Personal and Business Estate Planning advice tailored to your needs, from the first steps of making a will to utilising Trusts, giving Lasting Powers of Attorney, protecting the family home and or business whilst providing for long term care, business succession and other related services.

Tom Heffron

Senior Mortgage Adviser - CDC Consultancy

A self employed whole of market mortgage adviser with extensive knowledge of the mortgage market and lending criteria for successful mortgage applications. Offering an individual and tailored solution to client needs. Fully Qualified and experienced in First Time Buyers, Re-mortgage, Landlords and Portfolio building advice. Full protection planning to secure family and loved ones lifestyle remain the same should the worst happen.

Fergus Westwood

Senior Financial Adviser - St James's Place

Fergus has over 25 years’ experience in the financial services industry and learned long ago that everyone is different and should be treated with an open mind. He specialises in retirement planning, tax efficient investments and protecting the lives and lifestyles of his clients and their families through insurance products.

Claire Khan

Director - Fin Proms

Claire Khan is a seasoned financial marketing specialist with many years of experience in the industry. At Quilter Financial Planning, she excelled as a Financial Promotions Compliance Officer, ensuring adherence to FCA and advertising regulations. Now, as the founder of Fin Proms, Claire leads a niche marketing firm dedicated to helping financial advisers with digital marketing strategies that prioritise compliance and creativity. Her expertise and leadership continue to set high standards in the financial marketing arena.

Schedule

Session

Time

Meet and Greet

0900 hrs

Speakers Presentations

0930 hrs

Personal Workbook Session

1100 hrs

Speakers Presentations

1200 hrs

Lunch

1300 hrs

Networking

1400 hrs

Event End

1500 hrs