About Ben
Thrive Lounge is the concept of Ben Clay, a Chartered Financial Adviser and Director of Clay Wealth Management.
As a business owner himself, Ben recognises how precious time is. Often, while the business may be functioning well, key areas can be overlooked, and it is these areas that Thrive Lounge will bring to the forefront to ensure all your hard work will result in you achieving your personal aspirations.
With over 20 years’ experience in financial services, Ben has built strong professional relationships and recognises the value these can bring to his clients and their associates and how beneficial learning from other’s experiences can be.
Themes
Thrive Lounge provides highly relevant business content with minimal effort required from its members.
Speakers will provide enough information for you to identify the need in your business, but they won’t overwhelm you with the detail – you can find that out later - leaving time for you to benefit from socialising with the other members.
Themes include:
Raising capital tax efficiently
Acquiring business premises
Expansion and acquisition
Maximising return from cash funds
Tax-efficient capital extraction
Preparing for future sale
Passing on to the next generation
Exiting your business
Post-sale lifestyle planning
members comments
A must for any aspiring wealth creator.
A Jones, Jade Engineering
Always brilliant to share experiences and business insight among like minded people, and hear from financial expert speakers.
A Morgan MES
Ben is not your average financial adviser. He has opened the doors to the next stage of our business and personal wealth development.
S Mackey, Jade Engineering
Great session reaffirming confidence in what we are already doing and ddefinitely sowing some seeds of thorugh for the future.
L & D Nicholls, PS Events
Great to network and meet new people. I always take away valuable information.
L Parratt, MDM
Informative, entertaining and enjoyable. I genuinely look forward to Thrive every quarter.
R Gunton, Richard George