Business owners

Whether you’re looking to protect your business from the loss of a key person or simply looking at ways to maximise your income, we can help.

Use Your Business for Maximum Financial Benefit

Whether you’re looking to protect your business from the loss of a key person or simply looking at ways to maximise your income, we can help. Our expertise in wealth management, tax planning, and succession strategies can help you secure both your personal and business financial goals.

As a business owner, entrepreneur, or self-employed person, you’re probably familiar with the financial aspects of running a business. But are you leveraging your business for personal wealth management and future financial security?

Another consideration for business owners is whether you have the right protection in place. If you or another key member of the business should fall ill, or worse, are you certain that the business could continue to operate? Or that you and your loved ones would be provided for?

We understand that as a business owner, you already have a lot to do. Running your business and managing your home-life can be challenging. But working with a professional financial adviser can help to lighten the load.

Our independent financial advisers have worked with lots of business owners. We can help you to:

Protect your business

We’ll help protect your business from the loss of a key person, such as a sales director.

Protect your family

In the event of your death or long-term illness, we can help ensure that your family still benefits from the business.

Keep it in the family

We can advise you on how to structure your business to enable a seamless transfer to loved ones, minimising Inheritance Tax and ensuring its value is preserved.

Prepare for retirement

We’ll advise you on tax-efficient ways to use your business to build up a pension pot. Our advisers specialise in financial planning for business owners, helping you draw an income from the business when you retire.

Benefit from sale

If you decide to sell your business, we can advise you on effective ways to invest the proceeds to fund your next venture.

Work with professionals

We’ll engage with other professionals who support your business, such as solicitors and accountants.

Book your free initial chat

Ready to start planning for a brighter financial future? Book now for a free, no-obligation chat with one of our independent financial advisers.

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Why choose us?

Our long-standing clients explain why they continue to trust us for financial advice, year after year.

Daniel

I definitely feel that I am secure, set up and heading in the right direction.

Services

If you already have a clear idea of the type of financial advice you need, take a look at the range of solutions we offer.

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Planning for retirement

In retirement

Maximising your wealth

Protecting your family

Later life planning

Insights

Whether you’re looking for tips on retirement, insight into inheritance tax planning or just inspiration for enjoying your wealth, take a look at our insights.