Wealth managers announce free event on discovering financial blind spots

Wealth management firm Mattioli Woods is inviting Chamber members for a free event uncovering the financial blind spots behind success – with expert insights on leadership, resilience and navigating change.

Taking place on 19 May at Fazeley Studios in Birmingham (5.30pm to 7.30pm), the event will also cover the current economic outlook.

Leadership coach Nim Pancholi has been announced as the guest speaker and the event will be hosted by Henry Allen, a wealth management consultant at Mattioli Woods.

Henry Allen, said: "Time and again, I meet incredibly successful entrepreneurs who have built exceptional businesses – but whose personal finances haven't kept pace.

“Their wealth is tied up in the company, their pension is underutilised, and succession hasn't been discussed with the family.

“These aren't small oversights; they're the kind of blind spots that can take years to unpick.  

“That's exactly why we're hosting this event – to have those honest conversations in a relaxed setting and show you what's possible. If any of this resonates, I'd encourage you to come along. You've worked too hard to leave these things to chance."