Business owners and entrepreneurs can have complex financial planning needs, but because their professional affairs can be so demanding, it’s often difficult to find time to focus on them.
We understand the complexities of financial planning for those running businesses, and are able to work with you closely to identify your needs – whether you’re currently growing your business, consolidating its performance, or you want to plan for your eventual retirement.
Our Services
Company pensions planning
Planning for retirement is as important for company directors as it is for anyone else, and we can help you navigate this area and select the right option for yourself and fellow shareholders
Financial advice for your business
As well as advising individuals about their own personal financial planning needs, we’re also able to offer advice and support relating to your business itself.
Working with your accountant and other professionals
Effective financial planning doesn’t exist in isolation from other aspects of your business and your life.
Shareholder planning and remuneration
As a shareholder in your business, your main focus is on working with fellow shareholders to make sure the business is successful.
Business risk and protection strategy
When a business is running smoothly, it can be difficult to imagine scenarios in which things go wrong, but putting strategies in place to deal with unavoidable risks and unforeseen circumstances can make a big difference to your business’s long-term success.
Financial advice for you and your family
As a business owner or entrepreneur, your personal finances can be closely linked to those of your business, and it’s important to take financial advice that recognises your specific situation.
Cashflow management
Even the most successful companies can be hit by cashflow problems, and though on paper the business may be doing well, a lack of day-to-day cash can prove disastrous.
Tax planning for business owners
The complexities of running a business alongside your own personal finances could mean that without careful planning, you end up handing over more of your money in tax than you should.
Creating financial independence
Many business owners plan to raise capital from the sale of their business to fund their retirement, but this may not always work out as planned.
Exit and succession planning
If you will one day want to exit from your business and reap some of the rewards of your hard work, it’s important to plan well ahead of time.
Benefits for your employees
As a business owner, you know that your employee team is one of your most valuable assets, and attracting the best staff – and retaining them – is key to your business success.
