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Mid Surrey WIN
Jul 1 @ 7:00 pm - 8:30 pmFree
Enjoy an evening of networking and a guest talk from Colin Barber and Michael Hayes.
About Mid-Surrey WIN
June Cruden – Mid-Surrey WIN Host
My name is June ( Cruden). A little about me, I am married and have 3 adult children.
My career is mainly catering a chef and child care. Working in a variety of jobs from hotels, Armed forces then nursing home. And now Professional Property Investor and I organise and run the Mid Surrey Wealth Investing Network meetings.
The WIN brings together local landlords, prospective landlords and local builders and tradesmen.
Also people who would like to invest in property and actively help or invest passively by being an angel and get higher interest rate than the bank is offering.
Next Networking Event
Time: 19:00 – 20:30
Venue: Online networking session
July’s Guest Speakers
Michael Hayes – Financial Advisor
With over 20 years industry experience, I have chosen to become a Financial Adviser to devote my time to helping others make the most of their money and reach their financial objectives. I realise that no two clients are ever the same, so bespoke individual solutions with honest and pragmatic advice will help meet your needs.
Joining St. James’s Place Wealth Management has given me the support and technical excellence which will enable me to take my business and my clients to a new level.
I work alongside my clients’ solicitors and/or accountants, which enables me to create appropriate solutions to meet client objectives. Financial planning can be complex at times, therefore my aim is to present the necessary information to each client in a clear manner to ensure that each aspect can be understood, especially in more complex situations involving Business Protection and Inheritance Tax Mitigation.
Outside of work I enjoy watching and playing sports, movies and spending as much time as possible with my family.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
– Overview of HFP
– Overview of financial planning in the current climate
– Property Purchase, Lending options, taxation awareness and changes
– Planning your entrance and planning your exit
– How I can help and client stories