Women and Allies: Wealth in Focus

Investments & tax efficient planning & Building Sustainable business

Thank you for your presence, Monday 7th October!

We had an evening of insightful discussions and networking!

“Investments & Tax Efficient Planning & Building Sustainable Business” focused on empowering women and allies to take control of their financial futures through smart investment strategies and effective tax planning. It explored the unique challenges and opportunities faced by all in building and managing wealth, offering insights into sustainable business practices that align with both financial goals and ethical values. Participants learned about investment options, strategies for optimizing tax efficiency, and methods for creating businesses that are both profitable and environmentally and socially responsible. This event aimed to equip attendees with the tools and knowledge to make informed decisions, achieve financial independence, and contribute positively to the world.

About our host: Innovia Wealth Management

Innovia Wealth Management, founded by Sofie Symonds, a Chartered Financial Planner, is a distinguished Chartered Fellow firm committed to delivering bespoke wealth management services with the highest standards of quality, professionalism, and expertise. We specialise in serving SME/business owners and private clients throughout the UK, offering comprehensive and tailored wealth management solutions. As a Partner Practice, Innovia Wealth Management is an Appointed Representative of St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. Our advice focuses exclusively on the Group’s wealth management products and services, as detailed on their website at https://www.innoviawm.co.uk. Please note that the terms ‘St. James’s Place Partnership’, ‘Partner’, and ‘Partner Practice’ are used for marketing purposes to describe representatives of St. James’s Place.