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Build a business you can sell – and a life you want to lead

Your business is likely your biggest asset – and your personal financial future is tied to what happens when (and how) you eventually exit.*

This workshop is designed for business owners who want to change that. We’re delighted to invite you to this practical, info-packed session on helping to maximise your wealth, led by two expert teams: Wellesley financial advisers and ActionCOACH business coaching.

Whether your exit* is 2 years away or 10, now’s the time to put the right foundations in place – to grow a more valuable, scalable company and create a personal financial strategy that helps to ensure that you keep more of what you’ve built.

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    Friday 28th November 2025, 9am to midday Nutfield Priory Hotel & Spa

    About Gavin Bellamy

    Gavin Bellamy is a seasoned business coach, strategist, and mentor with experience of helping entrepreneurs build profitable, scalable, and sale-ready companies. With a background in leadership coaching, and exit strategy planning, Gavin has guided founders across multiple sectors—from professional services and tech to manufacturing and education—to design businesses that thrive without depending solely on the owner.

    About Harry Clewley

    Harry Clewley FPFS is a Chartered Financial Planner at Wellesley, a Principal Partner Practice of St. James’s Place. Since joining Wellesley in 2016, Harry has been dedicated to helping individuals, families, and business owners achieve their financial goals through clear, tailored, and forward-thinking advice.

    *Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.

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