Services for Business Owners

If you are a business owner you probably spend most of your time running your business, but do you give your personal finances the same level of attention?

Most business owners will know the importance of having a business plan to map the future success of their business? But what about your personal finances? Do you have a personal financial plan to map the future of your finances; and are your assets being managed in line with that future?

We help business owners to remove worry and anxiety about their future; replacing it with confidence and excitement.

We understand that the requirements of a business owner can be complex. We work with owners of small and medium sized businesses to…

  • Work out what they want the rest of their life to look like
  • Use their assets (business and personal) to fulfil that future
  • Provide joined up thinking between their business and personal finances
  • Structure an exit and/or succession plan
  • Protect their family and bsiness from unforeseen circumstances

When working with business owners we believe that all decisions must be made in the context of their future planning. When we first meet a new client we want to understand the lifestyle that you want to lead both now and in the future. We can then develop a roadmap to establish what you need to do, and when, and how we can use your assets to deliver the future you want.

Click here to read more about our approach to Comprehensive Financial Planning…