Planning for a fulfilling retirement: Beyond just the numbers!
5 February 2025 @ 5:45 pm – 7:00 pm
How can individuals and businesses guide their teams through the transition to retirement, ensuring both financial security and personal fulfilment?
With expert insights from a retirement coach, Simon Jones, chartered financial planner and Cherie-Anne Baxter-Blyth, Director of Unividual. Participants will explore how to plan effectively for life after work, from managing pensions and savings to preparing emotionally and mentally for the shift in lifestyle.
This workshop, delivered by Cherie-Anne and Simon, focuses on practical steps for financial preparation, while also addressing the often-overlooked personal aspects of retirement planning, helping to create a well-rounded and satisfying retirement experience.
CHERIE-ANNE BAXTER-BLYTH
MARKETING DIRECTOR & CHARTERED MARKETER
Cherie-Anne is a champion of modern-day progress, wellbeing and inclusivity. She runs a financial advice business in one of the most male dominated industries. As a Chartered Marketing Director for Unividual, a forward-thinking financial advice business that provides a platform for people from different communities to seek financial advice.
Cherie-Anne’s dedication to excellence and innovation has propelled her marketing career but also made her a pivotal figure in her community. She was awarded Role Model of the Year at the 2023 Women in Financial Advice Awards, voted for Marketing Influencer of the year and featured on Bath & Somerset’s Most Inspiring Women List 2024. Her purpose goes beyond her professional role though. As a passionate advocate for mental health, an avid supporter of women’s sport and a lover of the arts and the great outdoors, her multifaceted life is a testament to the richness that diversity brings to our communities and workplaces. On top of all of this, she coaches at Corsham Hockey Club and works with female entrepreneurs to help them grow their businesses.
SIMON JONES
CHARTERED FINANCIAL PLANNER
Simon Jones is a financial adviser passionate about helping families navigate their financial journeys. His approach goes beyond numbers, focusing on understanding what truly matters to clients and creating tailored plans that empower them to achieve their life goals with confidence.
As a family man, Simon’s passion for financial security is deeply personal. He understands the importance of providing for loved ones and building a legacy, offering compassionate guidance that helps clients make informed decisions about their futures.
Simon is particularly committed to supporting women, who are often overlooked in financial planning. He specialises in life-changing events like breakups and divorce and takes pride in empowering women to build financial literacy and independence.
Whether it’s planning for retirement, safeguarding wealth, or navigating life’s milestones, Simon brings a caring, human touch to financial advice, ensuring every step aligns with his clients’ values and aspirations.
Part of the ReBalance Bath Festival
Chase away the cold dark days of winter and treat yourself in Bath at our three-week celebration of feel-good activities, mindfulness and motivation, exclusive hotel and spa packages, taster sessions and family fun.
