Expert 121 with Karla Wells, Financial Planner - Worthing Library

Expert 121 with Karla Wells, Financial Planner - Worthing Library

Book a free 40 minute in-person session, choose from a selection of dates and times to suit you. Once you've registered, we'll pass on your details (name and email address) to Karla, who might contact you with some questions regarding your meeting.

Some of the areas that Karla can discuss with you;

• An introduction to Inheritance Tax and estate planning basics
• Key financial considerations for individuals, families and business owners
• Understanding long‑term planning and common financial pitfalls
• How to ask the right questions when seeking professional financial advice

These sessions are open to everyone, therefore if you think that you or someone you know would benefit from having this discussion then please book one of the available sessions now. This is offered free of charge, without obligation and in complete confidence.

Expert biography

Karla Wells DipPFS is a Senior Financial Planner at Pembroke Financial Services, with over 25 years’ experience. She works with individuals, families and business owners, helping them better understand their financial position and the options available to them when planning for the future.

Karla has broad experience across pensions, investments and estate planning, including Inheritance Tax (IHT) awareness and long‑term financial planning considerations. She is particularly experienced in explaining complex financial topics in a clear, practical and accessible way, enabling people to make informed decisions with greater confidence.

At Business & IP Centre sessions, Karla provides general information and guidance only, helping attendees understand how financial planning concepts may be relevant to their personal or business circumstances.

Note

The adviser is an independent professional and is not an agent or employee of the Council, nor the Library. They will be regulated by their own professional body and they will be able to provide you with details of that organisation. We will not be aware of any advice that is given to you by the adviser when you consult them in the 121 session and we do not verify or approve their advice. We therefore take no responsibility and make no representations regarding the relevance, accuracy, timeliness, completeness or otherwise of any such advice or information. Any views expressed by the adviser are their own views and not those of the Council.

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This in-person 121 session will take place at Worthing Library.

If you would prefer your 121 to be online, please email [email protected] directly after booking to request a zoom link.

Following the session, the expert will send you a feedback form which we would be grateful if you could complete to allow us to monitor the success of our offered expert 121s.

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Important

All our expert one-to-one meetings on offer are free, but places are limited as our business expert partners are giving their valuable time to the BIPC and to you for free while fitting these sessions into their busy schedule. Therefore, if you need to cancel the session, to give a chance for others to still book it, please give at least two working days’ notice when possible via:

• email to [email protected], or
• cancelling your booking on Eventbrite, or
• email/call to the business expert.

Please note down the experts' contact details when they get in touch with you prior to the session.

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Increase your chances of business success

Business & IP Centre Sussex supports people to start, grow and protect their businesses in Sussex. Come and access our free market research and intellectual property databases and take part in our regular programme of workshops, webinars and networking events.

What if I don't live / have my business in Sussex?

Find your local BIPC here to find out how they can help you: https://www.bl.uk/business-and-ip-centre/national-network

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FAQs

What is your cancellation policy?

The majority of our events are free, but places are often limited - especially for in-person events, therefore please make sure you cancel your place, if you are unable to attend. You can cancel through your Eventbrite booking or emailing [email protected].

Can I attend if I'm not a member of the library?

Absolutely! Any Sussex based business/ person with a business idea is welcome. Though we always recommend joining the library, as it's free and will make accessing our databases, books and publications much easier.

How can I find out about any news & upcoming events?

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