Business and wealth planning day details
Thursday 4th December 2025 – 9:30am till 5:30pm
Champneys Springs, Leicestershire
Stop Working Harder Than You Need To
You’re making decent money. Your business is growing or ticking over well. But are you actually building wealth, or just generating income that disappears into tax and living costs?
More importantly – do you even know what “enough” looks like for you?
This planning day is designed for business owners who’ve moved beyond survival mode and are ready to get strategic about their business income, tax efficiency, and wealth building. Not theoretical planning – practical, numbers-based planning using your actual business and life as the case study.
By the end of the day, you’ll have a clear plan that connects your business revenue, tax strategy, wealth and personal goals. You’ll know what you actually need to earn to fund the life you want (spoiler: it’s probably less than you think when you plan properly).
What We’ll Actually Do
This isn’t a gentle workshop where you write aspirations on sticky notes. This is intensive, practical planning work.
Before the day
You’ll complete pre-work mapping your current personal and business expenditure. This gives you real numbers to create a personal and relevant plan for your future.
During the day
We work through your business and wealth plan section by section:
- Your current financial reality (business and personal)
- Your “enough” numbers – what you actually need versus want versus dream wealth goals
- The gap between where you are and where you want to be
- Tax efficiency strategies to reduce the profit you need to generate
- What your business actually needs to deliver to fund your wealth goals
- Resource planning – how many working days you have and what that means for your rates
- Marketing and sales planning to hit realistic revenue targets
- Making your money work alongside your business to share your workload. Your money should be working while you sleep.
- Financial tracking and quarterly review systems
You’ll have input from both business strategy and financial advisory expertise throughout the day. Collectively we have over 45 years of business experience, we know we don’t look old enough for that – well he doesn’t anyway.
The practical bit: By 5.30pm, you’ll have your plan mapped out. Not finished necessarily – that’s why we include the follow-up – but substantially progressed with clear next actions.
The Business Side You Can’t Ignore
This isn’t just wealth planning – it’s connecting your business reality to your financial and personal life goals.
We’ll work through the business fundamentals most owners ignore – your actual available working days (not the fantasy version), what your time is genuinely worth, which tasks are costing you money because you’re doing them instead of delegating them, and whether your business health metrics actually support your wealth and personal goals.
You’ll leave knowing your break-even point, your real profit margins, and what revenue target you actually need to hit (spoiler: probably lower than you think with proper planning). More importantly, you’ll know what needs to change in how you’re running your business to make that target sustainable without burning yourself out.
The Numbers Bit That Changes Everything
For example you may think you need £200k, £500k or even several million £ turnover in your business. Perhaps you don’t have a figure in mind, it’s just more, more, more! Continual growth is your goal.
But what is that based on? With proper planning, knowledge of your own behaviours around money and self-discipline we can work out where your business needs to be to match your wealth, personal and life goals. Working every hour isn’t sustainable, enjoyable or what life is about.
We’re going to work out your actual numbers. What you need to earn, invest, and keep to hit your wealth and personal goals. Then work backwards to figure out what your business model needs to look like to get you there.
This is about working smarter, not harder. But you need to know the numbers first.
Don’t worry, we aren’t going to say you can never have a splurge, just help you plan to make sure it doesn’t ruin your plans for your future.
What’s Included in your Business and Wealth Planning Day
Before the day:
You’ll complete pre-work mapping your current personal and business expenditure to bring along and get the most out of your day.
The Business & Wealth Planning Day:
- 9:30am-5:00pm intensive planning session
- Pre-work expenditure worksheet to complete beforehand
- Your comprehensive Business & Wealth Plan workbook to take home
- Tea, coffee, and snacks throughout the day
- Three-course buffet lunch in the main restaurant (proper break from the work)
- Access to Champneys spa facilities from 5.30pm-7.30pm (optional, unwind after the intensive day)
After The Day:
- 30-minute follow-up call via Zoom with Tanya (scheduled for 2-4 weeks after the planning day)
- Your completed plan to review quarterly
- Clear next actions for implementation
Who This Business and Wealth Planning Day Is For
This Business & Wealth Planning Day is designed for business owners who:
- Are turning over enough to be thinking about tax efficiency (if you’re still struggling to break even, this isn’t your next step yet)
- Want to know what “enough” actually looks like for them
- Are willing to look honestly at their numbers (no point coming if you’re going to fudge the figures)
- Have capacity to do the pre-work (you need your real numbers to work with)
- Want practical planning, not motivational fluff
This works particularly well if you:
- Run a limited company but aren’t sure if you’re optimising salary/dividend split
- Are a sole trader who’s feeling like you pay more tax than is sensible
- Have been “too busy” to think strategically about wealth building
- Suspect you’re working harder than you need to because you haven’t planned properly
- Want to know when you can afford to scale back or stop working full-time
- Need someone to help you see the blind spots in your own business
- Wish to gain more motivation with a better understanding of the bigger picture
This isn’t right if:
- You’re just starting out and need basic business fundamentals first
- You’re not willing to look honestly at your inflow and outflow both personally and in business
- You’re expecting someone to just tell you what to do without putting in the work
- You want gentle affirmation rather than straight-talking strategy
Why Champneys Springs?
You need space to think strategically – away from your usual firefighting environment. Champneys provides that, plus a proper lunch break away from the work and optional spa access afterwards to decompress. They also provide cakes which is a distinct plus when working ON your business for the day.
Limited to 8 People
This is deliberately small. The 8-person limit is deliberate – space for individual attention during the day, but also physical space between participants.
Given you’re working with confidential financial information, you need actual room around you. The layout ensures you have your own working space – your workbook stays with you, you only share what you choose to share.
With 8 people maximum, there’s space for individual attention during the day. You’re not just sitting in a room of 20 people filling out worksheets on your own.
You’ll have the chance to ask questions specific to your situation. Get input from both business and financial advisory perspectives.
But it also means spaces are limited. First round pricing of £595 is available now.
The Follow-Up That Makes The Difference
We include a 30-minute follow-up Zoom call 2-4 weeks after the planning day because we know how this works.
You’ll leave on the 4th with your plan substantially mapped out. Then you’ll go back to your business. Ideas will percolate. Questions will come up. You might hit a stumbling block on implementation.
That follow-up call is where we troubleshoot, answer questions, and make sure you’re actually implementing rather than just having a nice plan that sits in a drawer.
No obligation to buy anything else. Just genuine follow-up to make sure the planning day delivers results.
What You’ll Take Home
Your completed (or substantially completed) Business and Wealth Plan workbook, including:
- Your current financial reality assessment (business and personal)
- Your three wealth goal numbers (need/pleasant/stretch)
- The gap analysis showing what needs to happen to bridge from here to there
- Tax efficiency strategies specific to your situation
- A better understanding of cash management, investment basics and how to arrange your finances in a tax efficient manner
- Required business revenue and profit to fund your wealth goals
- Resource planning based on your actual available working time
- Marketing and sales planning to hit realistic targets
- Quarterly review framework to keep you on track
Plus clarity. Knowing what “enough” actually looks like. Understanding whether you’re on track or need to course-correct. Having a plan that connects your business income to your actual wealth goals rather than just hoping it’ll all work out. Or working hell for leather for 5 years longer than you needed to. My goal for you is to be able to relax and enjoy your business more by not fearing you need to earn more and more with no end goal in sight. Building your business to sell isn’t a goal most should have but many do. We’ll talk more about that on the day.
Investment & Booking
First Round Pricing: £595
This includes the full planning day, all materials, lunch, refreshments, spa access, and your 30-minute follow-up call.
Limited to 8 people. Book your place now to secure first round pricing.
Practical Details
Date: Thursday 4th December 2025
Time: 9:30am arrival for 10:00am start – 5:30pm finish (spa access until 7:30pm if you want it)
Location: Champneys Springs, Ashby Road, Packington, Leicestershire LE65 1TG
What to bring:
- Your completed pre-work expenditure worksheet (sent after booking)
- Laptop or tablet if you prefer working digitally (we provide printed workbooks too)
- Your actual business numbers is helpful, the more data the better your plan will be (last year’s accounts, current cashflow, etc.)
- Honest mindset – no point coming if you’re going to fudge the figures
Dress code: Smart casual. You’re working, but you’re at a spa resort. Comfortable but not in a robe like some of the others you’ll see around on your walk to lunch. Robe’s and flipflops are provided if you use the spa. Also towels and toiletries, so you only need to pop your swimsuit in your bag just in case really.
Parking: Free on-site parking available
Accessibility: Ground floor venue. If you have specific accessibility requirements, please contact us when booking.
Confidentiality
Confidentiality Matters for Your Business and Wealth Planning Day
Everything you work on is YOUR confidential document. You only share what you choose to share or ask guidance on. The 8-person limit ensures physical space between participants – you’re not working elbow-to-elbow with someone reading your financial details over your shoulder.
Business and Wealth Planning Day Questions?
This is intensive planning work. It’s not for everyone. If you’re wondering whether this is right for you, or have questions about what’s involved, just ask.
We’d rather you book knowing exactly what you’re getting than book and be disappointed because it wasn’t what you expected.
About Your Business and Wealth Planning Day Facilitators
Tanya Gordon CMgr FCMI – 15+ years running businesses, Chartered Manager (CMI Level 7), founder of Many Hats of Business. Practical business strategy without the corporate nonsense. See more on the about page. She’ll be hosting the day and is calling in the favours from husband Barry for significant portions of the day, although he’s on school run duty so won’t be invited to the spa. Shhhhh don’t tell him!
Barry Gordon APFS – 30+ years as Chartered Financial Advisor. Tax efficiency and wealth planning expertise, but also his many years of business experience. He now has a team of ten so isn’t short of business advise himself. His clients span all ages and scenarios, some are CEOs of FTSE companies, others are business owners whilst some are multigenerational families. So it isn’t just his own business experience he draws on when advising clients. Please note: financial advisory input during the planning day will be educational/strategic and generic financial guidance. Any specific product recommendations would require separate compliant advice process.
Barry is the Managing Director of Matrix Wealth Limited trading as Matrix Wealth Planning a Senior Partner Practice of St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Combined, we bring business strategy and business operations experience and financial planning expertise. You get both perspectives during the planning day – what your business needs to do AND how to structure your finances for tax efficiency and wealth building.
I say it a lot, we talk about tax far more than your average couple and now you get to join us for those conversations. Yes, the topic can sound heavy but you get to look at it through our unique lens and blend of wit and chemistry that means you certainly won’t find it boring.
