Networking at Benchmark Financial Planning

How Benchmark Helps SME Owners Achieve Financial Clarity

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We’re delighted to invite you to a relaxed Networking evening at Broadlands Business Campus, Horsham, on Thursday 7th May, 6-8pm, with drinks and nibbles.

This ‘Meet the Experts’ session is designed for SME business owners who want to better understand how strategic financial planning can protect their business, support their team, and strengthen their own long‑term financial security.

The session will be led by Belinda Cooper, Chartered Financial Planner, Fellow of the Personal Finance Society, PFS Education Champion, and Resolution member. Belinda works closely with SME owners across sectors to deliver financial planning that is accessible, practical and aligned with your business goals.

Belinda will guide you through the key financial areas where many business owners miss valuable opportunities:

1. Planning Your Personal Future

• Retirement and exit planning
• Extracting assets from your business tax efficiently
• Protecting your family

1. Protecting your Business

• Shareholder and partnership protection
• Key person cover to protect essential team members

1. Supporting Your Employees

• Workplace pensions and auto‑enrolment
• Employee benefits that boost retention and wellbeing

1. Spotting Overlooked Financial Touchpoints

From outdated insurance to inefficient drawings, we’ll highlight common blind spots that can impact both your business and personal finances — and how to fix them.

Why Attend?

This session will give you a clear, practical understanding of the financial opportunities available to SME owners — helping you protect your business, strengthen your personal finances, and plan confidently for long‑term, sustainable growth. It’s a chance to gain valuable insights, ask questions directly to our experts.

Venue: Benchmark Financial Planning, Broadlands Business Campus, Langhurst Wood Road, Horsham RH12 4QP

Admission: Free for members and first time guests

*This is a ticket only event, please book as a member or non-member if you are a first time guest, membership is required to attend further events. If you are unable to attend please cancel your ticket as spaces are limited. An administration charge of £10 will be charged if you do not cancel at least 24 hours in advance.

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