About The Workshop
Do you worry about money, question whether you are making the right choices, or do you keep pushing back decisions because you are not sure where to start?
Having spent more than a decade working with large corporations and private individuals I have realised that regardless of scale or actual wealth the questions we need to ask ourselves remain the same.
In this workshop we will explore areas such as Tax, Pensions, Insurance and Business structure in a light-hearted and informal discussion.
Stripping back the jargon in order to outline the principles that underly sound financial planning, we will look at what some of these financial terms mean, how they may apply to you and how to identify the advantages and disadvantages of different approaches.
In that same way that skilled Teachers structure their approach around the individual, to address their specific and unique needs, financial advice is about understanding and tailoring an approach which meets your priorities and goals.
Join us to explore the questions we should all be asking and gain the tools needed to carry out your own financial health check.
Kevin Doherty has worked within finance for over a decade and runs his own Wealth Management business in Suffolk. Running a small business allows a focus on the service and support that clients receive and enables him to provide friendly and personal financial advice.
Kevin is the first to acknowledge that the pursuit of money and wealth should not be the single driving factor for a healthy, fulfilling business and career. These should be considered as tools to provide freedom and choice. Like any tool, these can be used to varying efficiency.
Kevin is familiar with the industry, having worked as a massage therapist in his early career and has been married to a Pilates Foundation Teacher for twenty years. He is also a keen climber and still seeks adventure with his family in the great outdoors.
Pilates Foundation reserve the right to cancel or re-schedule any of the above workshops. In the event of a workshop being cancelled, the organisers are NOT responsible for refunding any personal travel arrangements, hotel reservations, etc. All personal financial arrangements are the responsibility of the individual. Therefore please check with your travel agent as to cancellation or transfer fees/policies prior to booking.
Should a workshop be cancelled or re-scheduled and payment for the workshop has already been made, a full refund will be issued, or if you prefer, a transfer of the workshop cost will be made to the rescheduled workshop, or to an alternative workshop hosted by the Pilates Foundation.
The following cancellation penalties apply: Cancellations 4 weeks prior to workshop or more: £25.00 Administration charge; 15 – 28 days prior to workshop: 25% cancellation charge; 8 - 14 days prior to workshop: 50% cancellation charge; 0 – 7days prior to workshop and ‘no shows’ on the day: 100% cancellation charge. Please note, by making a booking, you are deemed to have read and acknowledged the above-mentioned cancellation charges.