17th April 2024, 10:00 to 11:00 @ Online
- 17th April 2024, 10:00 – 11:00 AM
- Online, Free – Register VIA Eventbrite
‘Member’s Insight’ is a virtual platform for Chamber members to share their expert knowledge, experience, and advice with fellow members.
We are delighted to welcome award-winning independent financial advisors, Phil Anderson Financial Services for expert insight on financial planning.
These online events will last for an hour and will include a Q&A session at the end.
In this session, Kevin Philip, Financial Advisor will cover the following topics:
- Tax-efficient protection for business owners – business protection and relevant life cover
- Retirement Planning – pensions, auto enrolment, SIPP’s, SSAS’s and the tax advantages of salary sacrifice
- Investment Planning
- Tax Planning
- Employee Benefits and wellness programmes
- Commercial Lending
Kevin will also discuss the need for business protection against unforeseen events such as illness, disability, or death of key personnel. He will explore options such as key person insurance, shareholder protection insurance, and business loan protection.
About Phil Anderson Financial Services
Phil Anderson Financial Services is committed to delivering Independent Financial Advice to their clients across a wide range of areas, including:
- Investment
- Pensions
- Savings
- Mortgages
- Insurance
Phil Anderson Financial Services hosts the Podcast ‘The UK Personal Finance Show ~ Pensions, Investment, Savings and Insurance,’ which is designed to help people make money matters more understandable and straightforward.
Listen to the Podcast on Apple Podcasts here.
This event is open to Caithness Chamber of Commerce members, Venture North members and business support.