Meeting update: 28th June 2018

A big thank you to our subs this week:

Sonia Burden from Careersat
Ella Worthington from Utility Warehouse
Peter Bruder from Energy Jungle

This week we welcomed 2 visitors, Denis Wakefield from JDF Lend and Peter Stephenson from Snowball Alternative Finance.

The education slot

Was delivered this week by John McKenzie. He was telling us how testimonials will only count now when they have been put onto BNI Connect.  There are 4 easy steps to do this.

Step 1: Click on NETWORK, then on CONNECTIONS

Step 2: Select the member you want to write a testimonial for


Step 4: Write the testimonial and SUBMIT

10 minute speaker: Liam White from Capstone Financial Management 

They offer a wide range of financial assistance including:

The early start up years

  • Key person insurance
  • Relevant life cover
  • Shareholder protection
  • Auto enrolment
  • Business insurance

Established and growing

  • Director pensions
  • Auto enrolment
  • Corporate investments
  • Tax efficient profit extraction
  • Employee benefits

Planning your exit

  • Exit strategy
  • Entrepreneurs relief
  • Investing for income
  • Inheritance tax

Tax efficient investing

  • ISA
  • Pension
  • Venture Capital Trusts
  • Enterprise Investment Scheme

Our figures for this week:

1-2-1 Meetings: 18
Referrals given: 6
Invoiced business in the last 7 days: £7278
Visitors: 2

Our notable networker for June is Ellen O’Donnell, well done.

60 second cup – Ian Griffiths

The door prize winner: Andy Gahan