We turn financial complexity into competitive advantage
Financial advice for business owners and entrepreneurs
Financial planning tailored for business owners
Build personal wealth alongside your business
Specialist advice on your exit, tax and investments
How we help
We understand, as an entrepreneur, managing a thriving business consumes your day, leaving little time for personal financial planning. That's where we step in, offering strategic wealth management for entrepreneurs. We set the stage for your future financial freedom and security while you focus on your venture.
Supporting Your Business Every Step Of The Way
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Your money should be doing more than sitting still, t should be working for you and the people who matter most.
Whether you’re planning an exit, aiming for early retirement or figuring out what your business is really worth, we’ll help you map it out. We listen, we plan and we stay with you until you get there. -
As Chartered financial planners, we will be your reliable sounding board for making big decisions.
Cashflow modelling is the bedrock of good financial planning. It also forms an integral part of our entrepreneurs’ wealth management service. Using our financial modeling software, we can demonstrate the impact different financial choices will have on your future and help you make fully informed decisions. It can provide useful insights and answers to key questions such as:
- How soon can I retire?
- What should I sell my business for?
- How much money should I be saving? -
Making sure the money you’re earning in your business works for you and your family, today and in the future.
As an entrepreneur, it’s difficult to find the balance between leaving money to grow within the business and extracting it for your everyday expenditure.
A core aspect of our financial advice for entrepreneurs involves bespoke investment planning and reporting.
We help entrepreneurs invest in a wide variety of investment strategies as their businesses develop. Whether you are looking for high-risk or long-term stable investments, we will ensure your portfolio is well diversified with the right level of liquidity for you. -
Being so focused on running your company, it’s easy to lose sight of your family finances. Let us take charge of preserving your wealth, whilst you keep your eyes on your business.
By failing to prepare, you are preparing to fail. The reward for entrepreneurial risk can be very substantial but the ride isn’t always smooth. The key to your success is ensuring you have financial protection and security.
Part of our entrepreneurs’ wealth guidance service involves providing advice on the right type and level of insurance to limit risks. Regular check-ins with your adviser will make sure you’re on track to the future you want. -
We minimise your tax bills, so you keep more of your hard-earned money for your personal needs.
Don’t let the tax tail wag the investment dog. Ensuring your finances are structured in a tax-efficient way is key to growing your wealth. Making full use of your tax allowances is a key part of our wealth management for entrepreneurs service. We analyse these for you and advise you on how to mitigate your Capital Gains Tax, Inheritance Tax, Income Tax and more.
Advice for business owners
Could your business be your pension?
Relying on your business to fund your retirement can be a high risk strategy.
We can take a 360° view of your business and personal goals to create a long-term financial plan that can help you achieve your desired ambitions in later life.
Looking after your people
Good people can be much harder to replace than technology. And the costs can be high.
An employee benefits package is less expensive than you might think. We can help you design a package which will look after your people in both difficult and good times.
Supporting your business at every stage
From start up, to growth, through expansion and maturity, to exit* and beyond.
We’re with you for the whole journey.
Exiting or selling your business
If you are thinking of exiting or selling your business, early planning can be the key to success.
There are many different options for exiting your business and you can trust us to help you plan a successful exit.
Financial advice for young professionals
Clear financial goals from the start of your career
Tailored investment portfolio
Tax advice and a custom roadmap
Early financial planning gives you an edge
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Goals-based financial advice and investing is at the heart of what we do. We want your financial plans to work for your circumstances and your plans.
The first thing we do is get to know you and establish clear financial goals. Whether it's buying a home, getting married or even thinking about an early retirement, we make sure we understand what you want out of life. -
Your financial plan is the framework you need to be intentional with your money. We encourage you to develop healthy financial habits and empower you to make informed financial decisions.
As you encounter key turning points in your life, our financial modelling software can demonstrate the impact various financial choices may have on your future. Whether you’re considering starting a business, a family or climbing up the property ladder, our advice can help you feel secure and confident moving forward. -
As a growth-building professional with a long life ahead of you, you’re in an ideal position to invest. A long time horizon means you can persevere through market fluctuations, harness the power of compound interest and potentially receive greater returns in the long run. With this in mind, your dedicated team will educate you about investment options and strategies suitable for your risk tolerance and goals for the future.
We will build you a tailored investment portfolio and adapt it as you go through key life events, advising you on tactical short-term changes to take advantage of market opportunities. -
Using our financial modeling software, we illustrate exactly what you need to do to get where you want to be, in the timeframe you have in mind. We forecast the costs, find ways to grow your money and advise you on how to protect your assets. We also help anticipate potential obstacles along the way.
This helps you to answer every day questions like: How much can I spend every month? How much do I need to save? What do I need in my emergency fund? What sorts of investments should I have? How much risk should I take? -
The early days of your career are the ideal time to see a financial adviser to ensure that your finances are structured in a tax-efficient way.
Building up your assets involves holding on to as much of what you earn as you can. This is key to growing your wealth. Making full use of all your tax allowances is like free money and it makes a significant difference over time.
Frequently Asked Questions
Still have questions? Reach out to our team anytime.
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Our financial advice service for business owners and entrepreneurs can assist at three different stages of your company’s life cycle.
In the beginning stages, we help you establish the necessary protections for your business and any key man cover you may need.
During the growth phase, we can help you explore options for developing employee loyalty and ensure your personal assets are invested appropriately.
In the exit phase, we help you organize your personal finances before selling your company and guide you through the post-sale implications. If you are thinking about retiring, we are here to help you transition smoothly and ensure your financial stability -
As one of our client, you’ll have your own dedicated wealth manager and client services individual allocated to your needs.
Everyone you speak to knows you personally and you're welcome to call or meet with us whenever needed. -
We offer transparent and fair pricing. Our services are bespoke, tailored to you as an individual.
Our straightforward charging structure will help you determine whether we’re the right match for you. You are welcome to contact us to discuss specific fees for our services at any time.
Request a call from Us today
We will call you to discuss how we can help you achieve your financial goals.
After getting in touch, if you decide to book in for a discovery meeting there is no charge. This is just your chance to get to know us and see whether you would like to work with us.