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Branch Event

IoD Hertfordshire: Monday Ten Peaks at Luton Hoo Hotel: How to create Financial Independence from your Business

28 Jan 2019
Luton Hoo Hotel, Luton

Please join IoD Hertfordshire & Bedfordshire for a new series of thought leadership dinners, which we are calling 'Monday Ten Peaks', taking place at the iconic Luton Hoo Hotel.
We will be meeting on the last Monday of every month, with our 2nd dinner on Monday 28th January 2019 between 6.30 - 9.00pm.

These sessions will be guided by a different host (facilitator) each month on a range of business topics which impact Directors and includes a 2 course dinner plus a glass of wine (or non alcoholic alternative).  These dinners are designed to be interactive discussions over dinner rather than a formal presentation.

At our 2nd dinner on Monday 28th January we will be guided by James Gregory of Gregory Wealth Management who will be discussing how for many business owners, the pressures of maintaining the pace in competitive markets mean that the future well-being of the business tends to take priority over personal, long-term financial planning.

Whilst you may be very close to the everyday management of your business, how confident are you that relevant business risks are identified and managed effectively?

During the evening the following key points will be addressed and discussed by participants:

  • Creating financial independence from your business.
  • Ensuring cash assets are invested to maximise returns and tax efficiency.
  • Establishing an effective exit* or transition strategy.
  • Structuring your remuneration tax efficiently and cost effectively.
  • Arranging appropriate agreements and insurance with your fellow shareholders.
  • Identifying and mitigate the liabilities that could be created by the loss of a key person.
  • Putting in place or review your existing employee benefits scheme and ensure that you are prepared for pensions auto enrolment.

Key details

Date & time: 28 Jan 2019 18:30 - 21:00
Location: Luton Hoo Hotel, Luton
CPD Hours:

Prices from

35.00 GBP + VAT - Member
35.00 GBP + VAT - Member Guest
40.00 GBP + VAT - Non-Member

Event manager:
Ms Liz Langmaid
Contact phone:
Contact email:

Monday Ten Peaks Dinner Schedule & Topics

26/11/2018 - Making Tax Digital - Efficiency or Burden? - Host: Paul Bithrey, Foxley Kingham
28/01/2019 - How to Create Financial Independence from your Business - Host: James Gregory, Gregory Wealth Management
25/02/2019 - The Future of Business - Succession Planning - Host: Charles Little, Keen Shay Keens Ltd
25/03/2019 - 5* Customer Service- Host: Elite Hotels
29/04/2019 - Women as Leaders - Host: Jackie Webb, Machins Solicitors
20/05/2019 - How to Get Best Value from your Marketing- Host: Andrew Scheer, The Marketing Centre
24/06/2019 - The Secrets of Branding - Host: Robert Butterfield, Brand Workshop
22/07/2019 - Fundraising for Business - Host: Paul Bithrey, Foxley Kingham
23/09/2019 - Is There Such a Concept as Difficult people? - Host: Sarah Jones, Sarah-J Coaching


James Gregory

James is a Wealth Manager & Partner at Gregory Wealth Management LLP.

Gregory Wealth Management specialise in providing personal advice on many aspects of wealth management and also assisting businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.




Prices from

35.00 GBP + VAT - Member
35.00 GBP + VAT - Member Guest
40.00 GBP + VAT - Non-Member

Bookings cancelled within 7 days will not be refunded
  • Luton Hoo Hotel
  • The Mansion House
  • Luton
  • LU13TQ

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