10 Essentials for Financial Clarity and Confidence

Many successful professionals and business owners earn well, but still carry a quiet worry that they’re not doing the right things with their money. In this practical, jargon-free session, financial planner Victoria Whittington will walk you through the ten core areas that underpin a confident financial life — from knowing what you’re working towards, to getting your pensions, tax planning, investments and protection properly organised.

This seminar isn’t about products or pressure. It’s about giving you space to reflect on what you’ve got in place, where the gaps might be, and how to take simple, meaningful steps in the right direction.

You’ll leave with:
- A clearer sense of what “financially sorted” looks like
- A personalised checklist you can complete in your own time
- Practical guidance that applies whether you’re employed, self-employed or running a business
- Greater confidence in what you’ve already done — and what needs a fresh look

Whether you feel totally behind or fairly on top of things, this session will meet you where you are. It’s designed to give you reassurance, direction, and one less thing to worry about.