Home Business Events Wealth management specialist launches financial fitness event for local business people

Wealth management specialist launches financial fitness event for local business people

Louise Woollard

Chartered financial planner Louise Woollard – of Brighouse-based Louise Woollard Financial – is kickstarting the New Year with a workshop for the region’s working professionals, focusing on how to boost their financial fitness.

Aimed at Yorkshire’s businessmen and women who are looking to learn how to successfully plan for their financial future – from personal insurance policies to pensions and investment planning – Louise will be delivering a session about how to be financially savvier in 2020.

Kim Leadbeater – ambassador of the Jo Cox Foundation – will be also be leading a discussion focused on the importance of taking a holistic approach to health, covering topics such as looking after physical, mental and social wellbeing, as well as giving back to the community.

The two-hour workshop includes lunch and will be hosted from 11:30am-1:30pm on Tuesday 4 February at Manor House Lindley, Huddersfield. There will also be an opportunity to network as well as quiz the speakers in the open Q&A session.

Commenting on what delegates can expect from attending the event, Louise Woollard said: “It’s that time again when everyone is pledging to change their lives and be a better version of themselves as they look forward to the year ahead. Yet while the detox priority is usually assigned to mental and physical self-care, financial wellbeing is just as important to get right – especially if you’re serious about planning for your future and getting to the desired end destination.

“Being smarter with money is one of the most common types of New Year’s Resolutions, but it’s also one of the quickest to be overlooked once the January blues are over.

“Someone’s financial circumstances can quickly change, and this can feel like a lot to have to deal with. But, it’s all about learning how to put yourself first and ensure you have the right strategies in place to nourish and grow your finances effectively.”

Elaborating on the importance of mental wellbeing too Kim Leadbeater added: “Having your finances in order is one core piece of the puzzle, but a healthy mind is also crucial in helping you achieve your long-term goals.”

Louise concluded: “I’m delighted that Kim will be joining me at the event. She has worked in the fitness industry and as a lecturer in health and wellbeing for over 15 years, and she continues to run a personal training business.

“Her life was turned upside down after the murder of her sister, MP Jo Cox, in June 2016, and she will share how she combines her position as the Foundation ambassador with her other roles. In addition, she’ll also cover how she uses her passion for inspiring behaviour change to make a difference to an individual’s wellbeing, as well as to address some of the challenging issues we currently face as a society.”

Having previously delivered business breakfasts across the region, Louise is looking to run further sessions throughout the year to help equip people with the right tools to get their finances fit and strong.

If you’d like to find out more or register for Louise Woollard’s ‘Financial Fitness’ event, you can sign up and purchase tickets, priced at £10 each, via Eventbrite.

Louise Woollard Financial is a trading name of Louise Woollard LLP, an Appointed Representative of and representing only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services.