The Business Exchange Swindon & Wiltshire Edition 33: Oct/Nov 2017 | Page 37

BUSINESSWISE
BusinessWise is a business referral group that meets weekly to pass
qualifi ed business leads between members. It’s like having an extended
salesforce. Visiting costs nothing! Book on and fi nd out if BusinessWise
can benefi t your business.
MEMBERS WORK TOGETHER PROVIDE
EXCELLENT ENCOMPASSING SERVICE
BusinessWise members Philip Moody, of Avonwood Financial
Planning and Stuart McNeil, of Bevirs Law have referred clients to
each other with confi dence, knowing each will provide the best
possible service to meet an individual’s or couple’s needs.
Stuart McNeil explains how this can help, for example, a couple
who are separating and dividing their assets…
“I have been helping couples resolve this diffi cult problem for
over 30 years and there is no simple answer!
“As an experienced family solicitor, and member of
Resolution, the body of lawyers who specialise in family
work, I can help clients navigate the turbulent seas of
separation and help them fi nd dry land to start a new life
with fi rmer foundations.
“On the way, we frequently need the expert advice of a
fi nancial adviser, to offer clients advice on matters such as
newly acquired pension rights or capital to provide an income,
or capital security, for the future. This is when I frequently
turn to Philip Moody.
“One particularly grateful client was a lady who received
over half a million pounds lump sum over 20 years after her
original divorce, when a development fi nally came to fruition
and she received her share. It had seemed no more than
a pipe dream when we originally negotiated the terms but
eventually the land was developed and Philip was able to
advise on how to make the best of the funds to provide her
with much appreciated additional income, as well as capital
fl exibility throughout
her retirement.
“In my line of work, it is vital to have experts in other fi elds
who can help clients to deal with issues which are outside
my fi eld of experience and it is always reassuring to know
that when I refer clients on to Philip, they are in very capable
hands.”
Philip, said: “I might work with Stuart around clients who
are sorting out a divorce and it’s not always just about the
money.
“Financial planning is all about understanding what people
want and how they would like to live, both now and into
the future. However, people’s path through life is not always
straightforward and does not always go to plan.
“Illness, death and divorce can have a dramatic impact on
individuals, families and businesses which is why as part of
any fi nancial planning process we ensure that clients have
adequate protection and appropriate plans in place should
something unexpected impact them.
“In addition, where the support required falls outside
the remit of the fi nancial planner we need access to other
professionals to provide the necessary advice and support
required.
“My fi rst port of call for many clients is an introduction
to Stuart and his team at Bevirs to either review their
existing wills or write new wills following a change in their
circumstances.
“I can refer my clients with confi dence knowing they will
not only get sound advice but a compassionate ear and the
support they require at an emotional time in their lives. Having
an expert I know and trust and who can support my clients
at a time of need, adds strength to my own business and
professional reputation.
Avonwood Financial Planning Ltd represents 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, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St.
James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St.
James’s Place representatives.
Let us help
spread the word
about your business
www.businesswise.org.uk
Member Benefits:
• Not for Profit Organisation
• Fees re-invested into the group
• Exclusive business category
• Opportunities for new business
across all sectors
• Low annual membership fee
VISITORS
If you are interested in visiting BusinessWise
(visitors can come along free of charge),
we meet on Friday morning at 6.45am at Jury’s Inn,
Swindon town centre.
We are run on a not-for-profi t basis and, as a non-
competing group, one member will be the only
member representing his or her sector in the room.
We are currently looking for new members in these
areas:
Architecture
Dentistry
Graphic Design
Restaurant or food industry
Fitness
GP practice
Wellbeing/health-based
Retail
Opticians
Floristry
Plumber
Sport
Education
Interested?
If you would like to fi nd out more, come along
as a visitor, it costs nothing. Please visit our website
or call the BusinessWise Chair, Fiona Scott:
07789 270030
From left to right:
Stuart McNeil of Bevirs Law and Philip Moody of Avonwood Financial
For more info:
www.businesswise.org.uk
THE BUSINESS EXCHANGE 2017
37