Financial wellbeing in focus

Running a small business or charity is rarely about the money first. It is about the work, the people, the cause. But if the money side feels tight or uncertain, the pressure soon shows up everywhere else.

This session is for those who want their finances to feel calmer, clearer and more in their control – without turning into accountants in their spare time.

Across small businesses and charities, the picture is similar. Juggling income and costs, keeping an eye on payroll, pensions and reserves and wondering how to plan for the future when the present already feels full.

Paul and Robyn from Gower Financial Services will help you step back and see the full picture, how your personal finances and your organisation’s money fit together.

We’ll explore:

• Five good money habits and how they show up in your life and your organisation
• Everyday pressures on your finances. and what is actually in your control
• Planning with purpose. a plain English guide to forecasting and “what if” thinking
• The link between money, decision making and mental wellbeing
• Managing financial risk – from income loss to key-person dependency.
• You will see how small changes can build resilience over time and give you more choice about the future.

Who’s it for?

This session is ideal for small business owners, solo consultants, charity leaders, trustees and managers with budget responsibility.

You will leave with a clearer idea of what ‘good’ looks like, four questions to check in on your financial resilience and one practical action you can take in the next 90 days to feel more in control.