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Business owners

Independent financial advisor for busy business owners

When you’re busy running a  business, it can be difficult to keep on top of your finances. As a business owner, you have lots of opportunities available, but not enough time to make the most of them

For example, most business owners aren’t making full use of the company tax planning opportunities available. From directors pension contributions to corporate investments to commercial property. If things are going well and you’re building up capital reserves, there are various options for growing them in a tax-efficient way.

As a business owner, there are probably more options than you realise. The problem is, without having a financial advisor, they can be complicated and time-consuming to research. 

By working with an independent financial advisor, you can make the most of your business and personal finances. We sit on the same side of the table, working with you to make the most of your personal and business finances.

If you’re looking to partner with an award-winning independent financial adviser, schedule a call with our experts today.

Are we the right financial advisor for you?

Are you open-minded? Are you looking to build a long-term relationship with a financial planner? If you’ve answered yes to both of those questions, we’re off to a good start.

We work best with clients who value having a financial planner by their side, helping them navigate life’s challenges and making the most of their finances.

Chances are, you’re already doing well financially. Your business is making a profit and already has a healthy turnover. However, with a few tweaks, you could be doing even better. Partnering with a financial planner could be the difference between good and great. 

If you have a one-off problem or you require DIY financial advice, we’re probably not the right fit for you.

Our Fees

We only work with clients we can add significantly more value than it costs to work together. Our fee should be a fantastic investment for every client.

We believe in transparent pricing and produced a dedicated page summarising our fees/charges.

Additional ways we can help your business’s financial journey:

There are lots of ways to use your business to create financial security for you and your family.

For example, your business can:

✓   Pay into your pension, helping to fund your retirement

✓   Take out a critical illness policy for you, providing you with a payout if things go wrong

✓   Take out life insurance for you, ensuring your family is financially okay should the worst happen

The best part is these are all treated as deductible expenses, which means they will reduce your company tax liability.

Your Financial Audit 

We offer a complimentary business financial audit. This reviews the strengths and threats to your personal and business finances. It provides you with a clear summary of where you stand today and what you can do to improve your financial position.

Our financial advisors will then create a plan that helps you save money and make more money. We’ll meet regularly to ensure you remain on track to achieve your financial goals.

Ready to start improving your businesses finances with the help of an expert financial advisor? Schedule Your Initial Financial Consultation Today

Our pension review provides you with a clear summary of your pensions, summarising what’s working well and what isn’t. We will discuss your plans for the future and how these can be achieved. 

Our expert advisors will then provide you with a pension action plan, detailing what steps you can take to improve your pensions. 

If you own your own premises we might suggest buying commercial property through your pension, if it makes sense to do so.

Are you ready to build a relationship with a trusted business advisor? Schedule Your Initial Financial Consultation Today

Download your free financial roadmap

See how we can help you to make smart financial decisions with our easy-to-follow roadmap.

Download

Common questions

  • Can my company pay into my pension?
  • How much should I put into my pension?
  • Can I set up my life insurance through the business?
  • How can I reduce the amount of tax I pay?
  • What happens if I’m no longer around?
  • How much do I need to sell my business for?
  • Can my pension buy my business property?

Contact us

Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.