Business owners

Day-to-day, business owners have one all-important task: to get on with business.

The wider financials, of both your enterprise and your personal life, are often forced to take a back seat.

The financial side of your business should complement your own personal financial situation, and vice-versa. The two are intrinsically connected; we believe they should be analysed and considered as one whole in order to achieve the best possible outcomes.

We work with small to medium-sized business to provide bespoke financial solutions that address the needs and challenges found both at work and at home.

Professionally, we can help you…

  • Minimise tax. We will ensure your business is running tax-efficiently; we’ll help you to reduce Corporation Tax and simultaneously retain more money in the business for you and your employees.
  • Retain staff. We will ensure you have the right benefits in place to meet your obligations and the structure to provide appropriate incentives and support for employees.
  • Prepare for all scenarios. We will create a plan for all scenarios, including those unforeseen. For example, should the sale of your business fall through or your business partner fall ill, there will be a strategy in place to overcome the challenges faced.
  • Plan for the future. We will ensure you have a plan in place for your exit: whether that’s through the sale of the business or through a successor. Our goal is to ensure you are able to retire happily when the time is right.

Personally, we can help you…

  • Realise your aspirations. Our first job is to get to know you, your situation, needs and objectives. We will discuss, in depth, what it is you want from life; we call this financial engineering, and it will drive our tailor-made recommendations and solutions.
  • Protect and provide for your family. We will ensure that you have a plan in place for the current and future requirements of your family. We will also ensure you have protection in place to guard your family financially in the event of illness or death.
  • Benefit from your business. We will establish the best method of tax-efficiently drawing profit from your business, and subsequently using the profits to better your financial future.
  • Plan for retirement. We will create a bespoke retirement plan that is secure, thorough and aspiration-driven. We’ll design a new chapter of your life that is driven by exciting opportunities, financial security and your most deeply-felt aspirations.

Our ongoing service

Our financial planning service doesn’t end there. We build long-term relationships with our clients and schedule regular reviews to ensure your plan is in accordance with your needs, objectives and aspirations. If anything changes, as life often does, you can rest assured we’ll be right there to get you back on track.