Life as a business owner can be stressful. Your family at home and your high-pressure role at work often have you pulled in different directions; you may feel like you’re spinning one too many plates. Finding time to manage it all, as well as your finances, can be tricky.
You might be at the age where retirement is a near future prospect; you therefore want to make sure you have the means to live your desired lifestyle once you have left the business. With this comes additional issues, whether that’s your succession or the sale of the business. We will help you design a strategy so that, when the time is right to retire, you can reap the rewards of your years of hard work.
If retirement isn’t yet your priority, navigating the financial side of business still requires expert guidance. From mitigating tax implications to investing wisely, we can give you the confidence you need to be a successful entrepreneur.
We follow a four-stage process to ensure you’re on the right track to achieve your most deeply-felt goals and aspirations.
The first step in your journey is an initial conversation and a subsequent meeting that will enable us to fully understand your situation and get to know you better. We will gather details on your personal and financial circumstances, taking into account your existing assets and resources. From there, we’ll discuss your goals and aspirations, as well as your attitude to risk.
After we have gathered all the necessary details from you, we’ll turn our attention to analysing the information. Once we have completed our analysis, we’ll design your bespoke plan. As part of this, we’ll take into account your tax situation, making sure your assets are placed in the best tax treatments allowed in the UK.
We always present our recommendations, in person, in a simple and straightforward way. You will also get a written explanation of all our recommendations in language that’s designed to be understood. These recommendations can be provided to you by email or hard copy, whichever format you prefer.
An ongoing relationship is where the real value of financial planning lies. Keeping your plan on track through close monitoring is the most important part of what we do; we’ll arrange regular meetings and conversations so that we can ensure your strategy is fit for purpose.
Elisabeth Burgess Jones, Chair of North London Hospice, London
A client since 2005
Deborah, Essex (now retired in Norfolk)
A client since 2006
A client since 2010
A client since 2015
Paul and Sian Stewart, Fords Management, Essex
Clients since 2007
Dennis and Coleen, London
Clients since 2014
Celia Stapleton, Kent
A client since 2013
A client since 2016
Peter, Petts Wood
A client since 2018
Thomas, Petts Wood
A client since 2007