Cathedral Wealth Management LTD

Calling all Business Owners! Have you planned your exit strategy? And what does the next 3-5 years look like for you? Join us in our latest webinar: So, You Want To Sell Your Business? – How to plan and maximise your business sale. Josh Farrow from Cathedral Wealth Management and Simon Tomkins our guest speaker from Business Partnership, Look at the various tax implications, structured advice on how to plan the sale, steps to take to sell your business effectively. The Business Partnership, with 25 regional offices throughout the UK, is a unique national network connecting business sellers with business buyers. In our latest free webinar we will discussing these points: The Do's and Don't's of selling your business Ligitimate ways to pay less tax What people miss when valuing their business Join us on: April 11th 2024 11:00-12:00 Via Zoom. To register please click the link below https://buff.ly/42WfE4F Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place. Cathedral Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) SJP Approved 29/02/2024 #chichester #financialplanning #wealthmanagement #taxplanning

Brad's top tips to saving money - the MILLY effect! Something I came up with whilst working with @V2Radio when they asked me to comment on the budget. What are my top tips to help a save a few pennies each month. Thanks to Milly Luxford who I hope still doesn't mind me turning her name into a financial acronym! M: Monitor your spending and statements. Go through your bank and card statements every month - do you have payments going out you don't recognise? Are Netflix taking 2 payments or have you forgot to stop that subscription service you no longer use? I: Investigate your interest rates. What rates are your savings, loans, credit cards and mortgages on? Can you get better rates elsewhere? Could you switch your current account to another provider who offer cash payments to move to them? L: Look for a financial advisor. www.vouchedfor.co.uk You don't know what you don't know. Sitting with a financial expert who will review you as an individual is worth £££'s in your pocket!!! L: Live without it? Before buying something, could you live without it for a month? Sometimes impulse buying can put a dent in your finances. So save that purchase in your basket and wait a month. If you still want it, then go buy it (sometimes providers know it's saved in your basket and send you emails with discount codes!) Y: You know you best! List your own financial goals and put them on your fridge. Could your family rally round and help you achieve them? Do you have a financial savings tip? #Tax #Money #Savings #Tips

Accounts & Administration Assistant We are recruiting for an experienced Accounts & Administration Assistant Responsibilities include: - Managing the Sales Ledger - Issue all Sales Invoices - Managing the Purchase Ledger - Ensure all payments are made and received on time - Manage the Bank Accounts - Reporting back to the manager - Generate weekly updates for manager for bank accounts, creditors and debtors. - Generate reports for accountants - Answer phones, dealing with general office queries - Assisting the Manager and Fire Safety Assistant in their daily duties. 😁 Office-based, 3 or 4 days a week, Apuldram, Chichester £23k - £25k pro rata

What does it mean to be a client of Cathedral Wealth Management LTD? Hear it from a client's point of view: My thanks to Pete and Jan for their thoughts and Ranald Lloyd-Williams for the production. #Relationship #Based #Financial #Advice https://lnkd.in/ewB74ymH

I was quoted saying this in 2020: "Never underestimate the power you have to take your life in a new direction. Every moment is a fresh beginning.... Life isn't about expecting, hoping and wishing. It's about doing, being and becoming. I prefer to think of the dreams of the future better than the history of the past". Heavy stuff perhaps, but reflective enough to ask yourself are you on the right path? As Steve Rush once said to me: "Before climbing the ladder of success, make sure it's leaning against the right building!". Are you ready for 2024?

And the winner is........!!!! Our very own Practice Manager Charlotte Leach won the SJP Looking Out For Others Award!!! This is a National Award and we couldn't be more proud of her!! Charlottes hard work and determination in going the extra mile to support her team, colleagues, advisors, clients and dedication outside work is truly remarkable! We are so lucky to have her as part of our Cathedral Wealth Management LTD family! Congrats C!!!! 😁