Sean Kiani

Smile Financial Planning

Speeches by Sean Kiani

11.30 am - 11.45 am
Topic: Navigating the challenges and obstacles that lay ahead
Location: Bournemouth
Topic description: "The talk is aimed at small business owners and the facts of life when it comes to overseeing and managing the critical aspects of their business throughout the varying life cycles. How to minimalist risk and have an Arial view of the business they are running and what to be aware of."

Personal Information

Hi I am a hybrid between an insolvency expert and financial advisor specialising in delivering my clients the right positioning during the accumulation and decumulation stages of life. Im completely client focused and want what’s best for my clients, without exception. After 20 plus years practicing in insolvency during the pandemic, I decided to qualify as an independant financial advisor for investments. This includes regulation and ethics and gives me a heightened sense of understanding the rights and wrongs of the financial instruments that affect my clients. I’m very happy to be able to provide my clients more than an insolvency solution. I work with directors wanting to position themselves with optimum tax efficiency and protection for the future. I have an established track record of successful client outcomes with restructuring and protection from creditor threats. My skillset is very effective when dealing with complex, hostile insolvency situations. However I want my clients to be well positioned with their financial affairs in order to provide adequate protection for themselves and their families. Prevention is better than cure and if you are prepared, then you have more chance of seamlessly coasting through difficult situations compared to being unprepared and having to make decisions and choices without adequate thought. I apply a holistic approach to client circumstances and identify all the clients financial weaknesses. These are detailed in the report with options and recommendations for clients to choose based on varying outcomes. My organisation Invictus Group operate throughout England & Wales. You can visit my website I am pleased to help where I can. I like to make a positive difference.


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Navigating the challenges and obstacles that lay ahead