Business owners

As a business owner or director, it can be hard to dedicate the time to your finances – both business and personal. We can help take the weight off and devise a plan forward.

Support for your business and personal finances

We provide business owners with holistic financial planning services that enable them to meet their financial goals, as well as continue to meet the competitive challenges of a business environment.

From straightforward life cover to complex pension planning, we make the financial planning process as pain-free as possible. In today’s world of tight budgets and timescales, we will work with you (and your professional connections) to create a simple, well-organised strategy to suit your needs. Whatever your goals, working with us means you take the lead – while we take the strain.

“It’s not about how much money you make, but how much money you keep, how hard it works for you and how many generations you keep it for”

Robert Kiyosaki

How we can help...

Pension planning

We’ll explore the various pension options available to you and help in optimising your pension contributions. We can also support with Group Pensions and employee benefit packages for businesses.

Business protection

You never know what’s around the corner. We’ll help put in place the likes of shareholder protection and key person insurance, so your business will be secure should something drastic or unexpected happen.

Tax-efficient solutions

We’ll help develop tax-efficient strategies for withdrawing funds from your business, ensuring you can make the most of any reliefs or mitigation opportunities.

Exit strategies

When the time comes for you to consider moving on, we can help you devise an effective succession or exit strategy that aligns with your financial objectives.

The Financial Conduct Authority does not regulate taxation advice.