Taking care of life’s big decisions
As a small business owner, you’ve got a lot on your mind and your personal finances often don’t get a look in at the end of a busy week. You need someone to take control and delve into strategies that will ensure that you, your family and your business are in a good position.
We’ll help you with…
Drawing an income
Your main focus is on running a successful business; however, you also need to pay yourself. But how do you do this tax-efficiently from a limited company?
As a business owner, you’ve got a lot of responsibility on your shoulders. You need time to think outside the business and consider your next steps.
Planning your retirement
It keeps you up at night wondering how and when you’ll be able to retire, and you want to ensure your business is secure before making any decisions.
Protecting your family
It’s not just about protecting your business and employees; you also want to know that your family is secure through the ups and downs.
We’ll help to reduce your tax burden so you can retain as much profit as you can. You’ll be on the right path to reaching your goals. We’ll put in place effective strategies to help maximise tax efficiency and ensure you’re making the most of any relief opportunities.
We’re here to offer financial advice when you need it most and ensure your business is protected in case of any unexpected events. We provide life cover, critical illness cover, income protection cover and family income benefit and make our recommendation based on a fair and personal analysis of the market.
Savings & investments
From ISAs to national savings products, we’ve got the toolkit behind us to advise you on where best to place your money. After identifying your objectives and attitude to risk, we’ll consider products from several, but not all, product providers.
Our advice spans various pension products so whatever stage you’re at in life, we can tailor our advice to suit your unique needs. We’ll help you make the most of your pension contributions and always keep you updated on any changes to regulation requirements.
We’re a small and personable team, and this shines through in the service we deliver to our clients. We follow a five-step process which has your goals at the centre of all the work to do. We’ll do everything to ensure you reach them.