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Transform 72

Wealth & Legacy Weekend

Poundbury, UK

A premium intensive with Marina Nicholas & Poundbury Wealth Management LLP

72-Hour Wealth & Legacy Transformation

A premium intensive with Marina Nicholas & Poundbury Wealth Management LLP

The Problem: You've Built Success – But Your Money & Legacy Haven't Caught Up

You've worked hard. You have income, assets, maybe a business, property, pensions and investments. On paper you're "doing well" – yet privately you may feel:

No joined-up plan – business, personal finances, pensions, tax and inheritance all sit in different silos.

Worried you're missing something – reliefs, allowances, investment opportunities or smarter structures.

Frustrated by lack of time – you're too busy running life and business to step back and design your financial future.

Unclear on retirement & exit – when can you actually slow down, sell, exit, or pass things on without eroding your wealth?

Unsure who to trust – headlines about mis-selling and overcharging in financial services make you cautious, but doing nothing also carries risk.

The result? You keep postponing decisions, your money may not be working as hard or as tax-efficiently as it could, and the legacy you want to leave for your family or favourite causes is still a vague idea, not a clear plan.

The Solution: A 72-Hour Programme That Aligns You With Your Wealth & Legacy

72-Hour Wealth & Legacy is an immersive experience hosted by multi-award-winning business growth expert Marina Nicholas in strategic collaboration with Poundbury Wealth Management LLP, a Senior Partner Practice of St. James's Place Wealth Management.

Over just 72 hours, you will:

Get crystal clear on your life and business vision for the next 10–20 years.

Translate that vision into numbers – income, lifestyle, exit value, gifting and legacy.

Work with a regulated advice team to review your current pensions, ISAs, investments and structures and benchmark how hard your money is working.

See your financial future modelled using modern cashflow tools so you can test "What if?" scenarios before you act.

Leave with a practical Financial Strategy Document and 90-Day Action Plan to move you from intention to implementation.

This is not a generic seminar. It is a focused, high-touch programme designed for successful individuals, business owners, company directors and professionals who want friendly, plain-English, expert guidance and a clear plan.

Book Your Consultation

Who This Immersion Is For

A business owner or founder planning growth, sale, or succession.

A senior professional or director with multiple pensions, investments and limited time to manage them.

An entrepreneur in mid- or late-career wanting to convert success into long-term security and impact.

Someone who wants to support children, grandchildren or loved ones, fund education or first homes, and minimise inheritance tax where appropriate.

You don't need to be "good with money" – you just need to be serious about turning your hard work into long-term stability, freedom and legacy.

Find Out If This Is Right For You

72-Hour Wealth & Legacy Weekend

Friday 6pm – Sunday 5pm

A powerful weekend intensive that blends Marina Nicholas's strategic 90-day sprint framework and legacy life coaching with the friendly, straight-speaking financial expertise of Poundbury Wealth Management LLP (a Senior Partner Practice of St. James's Place Wealth Management).

You arrive on Friday at 6pm to set intentions and leave on Sunday at 5pm with a clear, joined-up Wealth, Life & Legacy Plan and a practical 90-day action sprint to begin implementing it.

Programme Overview

Over one immersive weekend you will:

  • Get clear on your life vision, legacy and non-negotiables.
  • Define your business and career strategy for the next 1–3 years.
  • Work with a regulated adviser from Poundbury Wealth Management to complete a personal financial health check (pensions, ISAs, investments, protection, property, retirement and inheritance).
  • Design a realistic, energising 90-day sprint that aligns your time, money and energy with what matters most.
  • Leave with a simple, visual Wealth & Legacy Roadmap and agreed next steps.
1

Day 1 – Friday

6:00pm–9:00pm

Arrive, Decompress, Set Intentions

6:00–6:30pm

Arrival & Welcome

  • Check in, refreshments and welcome.
  • Meet Marina and (where applicable) a member of the Poundbury Wealth Management team.

6:30–7:30pm

Life & Legacy Intention Setting with Marina & Katie

  • Guided reflection: "Who am I becoming over the next 10 years?"
  • Clarifying your top 3 life priorities (health, relationships, business, impact, lifestyle).
  • Begin your Legacy Lens: what you want to leave for family, community and causes.

7:30–8:15pm

Your Starting Point: Wealth, Work & Life Snapshot

Simple audit of where you are right now:

  • Income, assets, pensions, savings, property, business interests.
  • Lifestyle costs and financial worries.
  • Time and energy: what's currently draining vs energising you.
  • Identify your 3 biggest money questions to address over the weekend.

8:15–9:00pm

90-Day Intention Circle & Preparation

  • Marina introduces the 90-day sprint philosophy: why 90 days is ideal for meaningful but realistic change.
  • You define your working theme for the weekend, e.g. "Secure my retirement path", "Align my business exit with my personal goals", "Help my children and protect my legacy".
  • Set intentions for Saturday's deep dive with Poundbury Wealth Management.
  • Optional reflective journaling homework: note down policies, pensions and questions to bring to your financial session.
2

Day 2 – Saturday

9:00am–6:30pm

Strategy, Financial Health Check & 90-Day Design

9:00–9:30am

Morning Grounding & Check-In

  • Short guided exercise: reconnect to your intentions from Friday.
  • Share any overnight insights or questions.

9:30–11:00am

Strategic Life & Business Mapping with Marina

Map your next 1–3 years across:

  • Business / career growth or transition.
  • Lifestyle goals (where you live, how you work, travel, experiences).
  • Family commitments and caring responsibilities.
  • Identify your big strategic decisions (exit, scale, pivot, semi-retire, relocate).
  • Translate this into headline numbers: what you'll need financially to support the life and legacy you want.

11:15am–1:00pm

Financial Health Check with Poundbury Wealth Management

(Delivered by a regulated adviser from Poundbury Wealth Management LLP.)

Typical focus areas:

  • Overview of your current pensions, ISAs, investments and savings.
  • How your money is currently invested and how hard it's working for you.
  • Tax-efficiency: use of allowances and reliefs where appropriate.
  • High-level retirement planning: when and how you might be able to step back.
  • Initial view of intergenerational planning and inheritance considerations.

You'll leave this session with:

  • A clearer understanding of your current position.
  • A list of opportunities, gaps and risks to be addressed in your plan.

1:00–2:00pm

Lunch & Reflection

2:00–3:30pm

Legacy Blueprint Workshop

  • Define what "enough" looks like for you – not just financially, but emotionally and spiritually.
  • Explore how you want to: Support children / grandchildren (education, first homes, experiences). Contribute to causes and community. Capture and pass on your knowledge, values and story, not just your money.
  • Draft your Legacy Blueprint: a simple one-page statement of the future you're creating.

3:45–5:15pm

Designing Your 90-Day Wealth & Life Sprint

Marina guides you to build a 90-day sprint plan that connects:

  • Personal habits & wellbeing.
  • Business and career moves.
  • Financial actions recommended for follow-up with Poundbury Wealth Management.

You'll identify:

  • 3–5 key outcomes for the next 90 days.
  • Clear, weekly actions.
  • Simple metrics (numbers and feelings) to track progress.

5:15–6:30pm

Q&A and Integration Session

  • Open Q&A with Marina and (where possible) a Poundbury adviser.
  • Connect the dots: how your life, business and wealth strategies align.
  • Capture your top 3 decisions and 3 commitments before Sunday's final integration.
3

Day 3 – Sunday

9:00am–5:00pm

Integration, One-Page Plan & Check-Out

9:00–9:30am

Morning Check-In & Mindset Reset

  • Light movement or grounding.
  • Share any resistance, fears or excitement that's surfaced.

9:30–11:00am

Your Wealth & Legacy Roadmap (Drafting Session)

Pull together the work from Friday and Saturday into a single, visual Wealth & Legacy Roadmap:

  • Life vision & legacy statement.
  • Business / career trajectory and key decisions.
  • Outline long-term financial strategy (as shaped by Saturday's health check and future advice).
  • 90-day sprint actions.
  • Marina helps you simplify and clarify so you have one page you can actually use.

11:15am–12:30pm

Deep Dive: Barriers, Beliefs & Behaviour

  • Identify mindset blocks around money, success, ageing, retirement and legacy.
  • Reframe limiting stories ("I left it too late", "I'm bad with money") into empowering beliefs and behaviours.
  • Create 3–5 daily or weekly micro-habits that support the new plan (e.g. weekly money date, legacy journal, non-negotiable wellbeing rituals).

12:30–1:30pm

Lunch

1:30–3:00pm

Action Sequencing & Support Structure

  • Turn your 90-day sprint into a timeline: what happens in Weeks 1–4, 5–8, 9–12.
  • Decide what you'll do yourself, what you'll delegate and where you'll work with advisors (e.g. follow-up meetings with Poundbury Wealth Management for personalised recommendations and implementation).
  • Set accountability structures: check-ins, reminders, who you'll involve (family, team, professionals).

3:15–4:15pm

Final Coaching & Legacy Declaration

  • One-to-one laser coaching slots OR small group coaching with Marina (dependent on cohort size).
  • Finalise your Legacy Declaration – a short statement you can share with loved ones if you choose.
  • Capture your "non-negotiables" for the next 90 days and beyond.

4:15–5:00pm

Closing Circle & Check-Out

  • Review your key breakthroughs from the 72 hours.
  • Confirm your first 3 actions for the week ahead.
  • Closing reflections and check-out by 5:00pm.

What You Leave With

By Sunday at 5pm, you will walk away with:

A clear Wealth & Legacy Roadmap (life, business and money on one page).

A focused 90-day sprint plan with weekly actions.

A deeper sense of purpose, peace and direction around your next chapter.

A clear understanding of your current financial position and agreed next steps for ongoing, regulated advice with Poundbury Wealth Management, should you choose to proceed.

Important Note

All regulated financial advice during the programme is provided by Poundbury Wealth Management LLP, an Appointed Representative of and Senior Partner Practice of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.