Profit
As a former Chartered Financial planner, Charlie has a wealth of experience in helping business owners maximise the profits in their company. Whether you are concerned with growing your wealth, protecting your assets or shielding yourself from threats such as tax, Charlie will show you the opportunities and strategies available that can help you to reap the rewards you deserve.
Passion
Do you remember the feeling you had when you first started your business? That feeling of excitement and energy is often replaced with tedium and dread, so Charlie will show you how to reignite that fire and learn how to love your business again. He will also show you how to engage your team, so that they are more motivated, positive and productive, which will create an outstanding company culture.
Focus
When you are working in the business, you can often become blinkered, and feel stagnant and stunted. Charlie will share his secrets and techniques to help you break through that ceiling and encourage growth, innovation and a renewed sense of purpose and direction in your business. He will also demonstrate how to nurture a culture of constant and never-ending improvement, which will boost profits, creativity and overall fun.
Time
Time is our most precious commodity, but sadly it’s something that seems to elude most business owners. Spending every hour working in your business leaves you feeling drained, demotivated and demoralised. Charlie will show you how to revolutionise your working practices through proven systems, empowering delegation tools and collaborative methods to help give you back free time, so you can focus on family, fun and fulfilment.
Wellbeing
Wanting your business to succeed can often mean that you direct all of your energy and effort into working. Overtime, this can leave you feeling burnt out, but neglecting your health and wellbeing can have far more severe consequences. Health is something that Charlie is fiercely passionate about, and he will show you how to incorporate some simple changes to keep you energised and fighting fit, both mentally and physically.
Happiness
Why did you first set up your business? Whether it was to follow a passion or to create a better life for you and your loved ones, is your current situation making you happy? Utilising all of his experience and knowledge, Charlie will show you ways to bring back the happiness to your lifestyle and business, so that you don’t just have a more productive and positive team, you also have a far better quality of life, both in and out of the office.
The Trusted Team has highlighted how important it is to work on your business rather than just in it. As business owners, we get so busy with the day-to-day that we don't often get the chance to just stop, take a step outside, and work on it. This amazing programme allows me the opportunity to do that.
Trusted Team Testimonials
The Trusted Team has highlighted how important it is to work on your business rather than just in it. As business owners, we get so busy with the day-to-day that we don't often get the chance to just stop, take a step outside, and work on it. This amazing programme allows me the opportunity to do that.
Nitesh Bhundia - The Rutland Webdesigner
Business Owner
One of the reasons I chose to become a member of The Trusted Team is being around like-minded people and having the space and the freedom to be able to create new ideas and also band around a few ideas and get expert feedback.
Claire Fudge - 4th Discipline
Business Owner
Steve Price is the Managing Director at BWP Inspire, an accounting firm based in Manchester. He focuses on helping small and medium-sized enterprises (SMEs) overcome challenges such as long working hours and financial instability. Steve emphasizes the importance of financial literacy and providing strategic health to businesses, aiming to help them thrive rather than just survive. He is also involved in coaching and mentoring clients to improve their business outcomes.
Steve Price - BWP Inspire
Managing Director
Matt is the Managing Director of Accelerate Adviser Solutions, who provide holistic paraplanning and administration services that seamlessly integrate with Financial Advisers' own processes. Accelerate believe that the best financial advice can only happen when Financial Planners are given the time to focus on nurturing client relationships and building their practices. Accelerate's solutions give advisers more time to spend on their clients, their businesses and themselves.
Matt Baird - Accelerate Adviser Solutions
Managing Director
Kenneth is the Managing Director of Advanced Financial Strategies Ltd, Senior Partner Practice of St. James's Place, x6 IRONMAN and public speaker. He has been managing the personal finances of individuals and their families for over 4 decades. Trust and integrity are grounded in Kenneth's activities; his approach, and that of his dedicated team, is focused and discreet, which is why he has such trusted and enduring client and family relationships.
Kenneth Morrison – St James' Place
Managing Director
Bhavik, an LSE graduate and Harvard alumnus, has spent more than 15 years developing and financing real estate projects across student accommodation, residential and hospitality. He has raised over £100m of equity and debt, financing his own projects with a combined GDV exceeding £200m, and is recognised for his ability to structure complex deals and build long-term partnerships.
Bhavik Shah
Director
