Lee
| Gender: | Male | | Location: | United Kingdom, South Glamorgan, Cardiff | | Connection: | No connection |
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| Overview: |
Morwenna focusses on showing people how to be in full control of their finances and to build wealth in a tax-efficient way.
Lee is primarily involved in assisting business-owners with strategies to retain more of the wealth they create. This includes planning well ahead the exit route from their business, maximizing the retained profit.
Both Lee and Morwenna are registered IFAs and both are members of the Professional Speakers Association. Lee is a sought-after speaker both in the UK and in India, Europe and North America and has addressed many thousands of people on the secrets of building a predator-proof business
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Lee says,
Have you been so busy building your business that you don’t have your exit route planned? Did you know there are only thee ways to leave any business?
You can walk out, you can be pushed out or you can be carried out.
Most people I’ve met tell me they expect to walk out one day, in exchange for a massive payout!. Did you know there’s a less than 30% chance of pulling that off? In fact more people are pushed out by their fellow directors, or carried out on a stretcher, than make it to the finishing line.
It’s not all doom and gloom though. The tax regime in the UK is weighted heavily in favour of people who move their money out of their businesses over time. As well, there are 19 little-known ways of ensuring that even if you’re voted out by your co-directors or you suffer health problems, you can still take substantial amounts of cash with you.
Because I’m also a fully regulated independent financial adviser with specialist knowledge in the area of corporate pensions you can also talk to me about harnessing the value of your pension scheme, and if you have a scheme for your employees you can discover ways to massively improve the perceived benefits whilst quite possibly reducing the actual cost to you.
When you talk to me you’ll be reassured knowing you’re talking to a fellow business owner with over 30 year’s experience of starting, merging, selling and winding up businesses of all types. You’ll get practical, innovative strategic advice wherever you are currently in the business cycle, to harness the power of the tax system rather than being decimated by it. And unlike some, I’m there for you even when the going gets tough.
So, to start protecting your future, contact me via the link on this site.
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| Professional Area: |
Financial Services |
| Educational Level: |
Professional Degree/Certification |
| Job Title: |
Financial Strategists |
| Areas of Expertise: |
Corporate Strategy and Financial Risk Management |
| Current Status: |
Other Self-employment |
| My Blog, Websites, or Webpages: |
www.finspeak.blogspot.com |
| AIM ID: |
finspeak |
| Skype ID: |
finspeak |
| My websites: |
http://www.professionalspeakersassociation.co.uk/members/?id=3736304, http://www.professionalspeakersassociation.co.uk/members/?id=4102990 |
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Strategy, Strategic, Tactical, Planning, Consulting, Consultant, Tax, pensions,saving, protecting,exit, exit-route |
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| Member since: |
21/08/2008 |
| Profile last updated: |
14/03/2009 |
| Current Status: |
Offline |
| Total Photos: |
3 |
| Network: |
| 1st levels: |
5 |
| 2nd levels: |
94 |
| 3rd levels: |
205 |
| Total: |
304 |
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