For business owners
Don’t just hope for the best
Whether you’re already a business owner, or thinking about becoming one, the decisions you make will have far-reaching implications not only for your company, but also for yourself and your family.
Our team of experienced independent financial advisers and Chartered financial planners will help you identify what you really want to achieve and tie your personal and business ambitions together into a roadmap that gets you from A to B.
Our services for business owners
A financial health check
As a business owner, you may well have complex finances. We’ll help you understand how to manage your taxes, extract profits from your business tax-efficiently, explore funding options, value your business, and forecast your cashflow. We’re here to be a trusted partner in the life of your business.
Your roadmap to success
While the operational aspects of running a business can be all-consuming, it’s vital you make time for the long-term planning that will ultimately make the difference to you achieving your ambitions. We’ll help you define your goals and build an achievable roadmap to reach them.
Business protection
With the right insurance in place, you can recover quickly and minimise the impact of sudden shocks. We’ll help you protect against loss of key employees, loss of a key shareholder, loss of profits, difficulties in meeting loan repayments, and other challenges and calculate the level of cover you require.
Succession planning
However you choose to exit your business, you won’t want to approach it ill-prepared. We offer advice on saving tax-efficiently for retirement, pensions, and other schemes such as SIPPs and SSAS. Succession planning can help ensure a smooth transition for your business’s new owner without negative repercussions.
The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance.