An Engaging Presentation Focused On Financial Planning

This week Nicholas Martin, our Independent Financial Adviser, talked to us about his background, the company he works with, and tested our knowledge on  a range of financial planning areas we should all consider.

Nicholas provides a holistic approach to Financial Planning and can advise on investments, pensions, and all areas of protection. He has recently qualified as a Pension Transfer Specialist and is working towards becoming a Chartered Financial Planner.

Nicholas offers an initial consultation free of charge, and focuses on ensuring that he adds value to his clients. To contact Nicholas directly, please call 07812 049031 or email nicholas@smytheandwalter.co.uk

Happy New Year Presentation

Koolwebs begin with the first presentation of 2019. 

For some it was a chance to find out a little more about my background. Showing a little autobiographical piece, for the new members, with a section on what Koolwebs can offer.

A final short piece as a new year refresher on updating their business profiles on the website.

A thank you to Helen Fitzwater who has been a vibrant and helpful member of the club. Now moved on to look after her dogs, do more Yoga and continue with her Mannatech clients.

A Financial Healthcheck for the New Year

To kick off 2017 Nicholas, our Independent Financial Adviser, discussed the importance of regularly reviewing your finances.

In addition to reminding yourself of your short- and medium-term goals it is important to regularly check that any steps that you have made towards these are still relevant and appropriate for your needs today. Nicholas focused our attention by asking a few key questions:

  • How would a period of ill-health affect you/your family?
  • Are you taking an appropriate level of risk with your investments?
  • How competitive is your current mortgage arrangement?
  • How much will you need/want to live on when you stop working? Are you on track to achieve this?

Nicholas offers an initial consultation free of charge, and focuses on ensuring that he adds value to his clients. To contact Nicholas directly, please call 07812 049031 or email nicholas@pentagonp.co.uk

Koolwebs

Training.

wbckoolFor my presentation I used the opportunity to train the members. The main objective was for them to use a WordPress Dashboard.

Firstly reminding everyone:

a) how to log in

b) creating an article

c) update their profile

This was training for their interactive use of the Whitstable business networking website.

Continue reading Koolwebs

Independent Financial Adviser

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This week Nicholas Martin, our Independent Financial Adviser, talked to us about his background, the company he works with, and gave a brief overview of a “typical client experience”.

Nicholas provides a holistic approach to Financial Planning and can advise on investments, pensions, all areas of protection, and both residential & buy-to-let mortgages. Last month Nicholas was listed in the Sunday Times as one of Vouchedfor’s Top 250 Mortgage Advisers as a result of reviews left by his clients.

Nicholas offers an initial consultation free of charge, and focuses on ensuring that he adds value to his clients. To contact Nicholas directly, please call 07812 049031 or email nicholas@pentagonp.co.uk

Whitstable festivals and Events

trevorthomaspTrevor gave a presentation about the up coming event  WHITSTABLE FUN DAY SUNDAY on Tankerton Slopes, Marine Parade, Whitstable (CT5 2BE) on Sunday 12th June 2016.The event will open to the public at 11.00a.m. & close at 5.00p.m. Admission to the general public is free.

Flypast from Spitfires from the Battle of Britain Memorial Flight , Falconry static and flying display by the owls & birds of Prey, Kent Fire & Rescue Service Road Safety Demomonstration and Fire Appliance. Uncle Myles with his Punch & Judy, magic show & balloon modelling

Fairground rides. Face painting & glitter tattoos by Funtastic Faces. Softy Tots Play area. Archery by Joe’s Bows Country Sports. Herne Bay TARDIS and a wide range of craft, charity, trade & food stalls. He told us about the Health and Safety and Risk Assessment issues arising with such an event and how his team work to make sure everything is covered.

 

Our Group

 

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Kent enterprise Trust have now joined as associate members, visiting on a monthly basis. Members of WBC are attending their Harvest Moon Gala Dinner on 30th September.
Over the last few months we have also welcomed 2 new members: Continue reading Our Group