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.

Understanding your situation

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.

Analysis and design of your financial plan

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.

Presentation of your plan

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.

Ongoing service

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.

What our clients say

Contact us

If you want to learn more about our services or arrange an initial meeting, we’d love to hear from you. Fill in the below form and we’ll be in touch.

    Find us

    Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.

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