Top tips from an independent financial adviser to secure your financial future

Many clinic owners assume their business will fund their future, but without a clear financial plan, that’s a risk. This session will help you understand how to build real financial security alongside your clinic, not just inside it.

What we will cover:
  • The biggest financial mistakes clinic owners potentially make
  • The first things you should do when you start thinking about retirement 
  • How much is ‘enough’ in real terms for most people
  • Where should someone start if they’ve done nothing so far?
  • What would you prioritise: pension vs investing vs paying down mortgage?
  • What is the one thing people avoid that they shouldn’t?
  • Catastrophe planning

Meet our Guest Speaker

Simon Claxton, Independent Financial Adviser and Managing Director at Macbeth Financial Services Ltd

Simon’s career highlights include marketing one of the first SIPPs in the UK with Pointon York, building and running a successful IFA practice for ten years before its acquisition, and being named 2plan Network Protection Adviser of the Year in 2016, 2017, 2018 and 2021.

Simon’s day to day work ranges from advising clients on retirement planning, protecting their families and businesses, to supporting companies with their employee benefits.


About Business Corner

Business Corner sessions focus on one practical issue affecting independent physiotherapists each month.

  • Spend one hour.
  • Stay informed.
  • Avoid costly mistakes.

Presenters

Celia Champion

Celia Champion

Managing Director, Painless Practice

Find out more