Introduction
We find that usually the sooner you plan, the better your options are.
You know the direction of your business and where you want to get to. Building financial plans into this helps to make the most of your unique situation. We work with business owners every day to help them with this.
Whether it’s getting your hard-earned money out of the company in the most tax-efficient way, succession planning, or protecting your family and employees from the unexpected, we find that usually the sooner you plan, the better your options are.
I would like to thank you very much for your 5 star service as usual. Thank you very much for your letter, explaining everything so clearly. I will continue taking your advice going forward. Once again Jeremy thank you for your support and advice.
DG
Our process
Seeking financial advice can seem daunting, that is why we have a proven process that makes sure we get to truly know you and your needs.
We work together as a team to make sure we create a carefully crafted financial plan that represents what is important to you and your business providing the strategies to achieve your life goals.
Step 1
It starts with you and your goals
The most important job we have when you first meet us is to begin to understand your business needs, concerns and hopes for the future. Our team can help you discover what is possible.
Step 2
Bringing ideas together
We can explore areas that may be relevant for pulling a plan together such as workplace pensions, business protection, employee protection benefits, employee financial wellbeing and corporate investment.
Step 3
Building your financial plan
With the different ideas and possibilities now explored, we can start crafting the strategy to help you move efficiently towards your business financial goals.
Step 4
Keeping you on course
Once your plan is set in motion, our regular reviews help to monitor and to keep it on track – accounting for new situations that arise within your business.
Steering businesses towards
financial resilience and success
Our priority is helping you keep your company finances on track throughout the life of the business. We can unify your protection, pension, succession plan and more under a coherent plan working towards a common set of goals…
Protecting your business
Being an entrepreneur and business owner is about taking a glass half full view on life. It is however important to makes sure your business and family is protected should life throw you a curve ball. A proper protection strategy can ensure the longevity of your business and your families financial security.
Pension schemes
Auto-enrollment has pushed the subject of pensions to the forefront of every business owners mind. We can take this time consuming task off your to-do list and make sure you and your employees are properly set up, and meeting all the necessary requirements. We can also review your existing arrangements to ensure that they remain appropriate and competitive.
Growing your business
Our financial planners work hand in hand with you and your professional partners (accountants, solicitors..) to help you grow your business. On hand to discuss ideas, stress test strategies and make sure you are making full use of the toolbox of financial products available to you.
Succession planning
A well formulated succession plan can ensure that your business continues after you are gone, and that you are properly rewarded for the work you put in to building it. We can help you find a strategy that suits your business and your life goals.
Selling your business
Selling your business can be a very exciting, albeit stressful time. We are on hand to make sure you have a well thought out financial plan in place that gives you the peace of mind that you will be financially secure once you and your business part ways.
Life coaching
You will pour thousands of hours into growing and running your business over your lifetime. Handing over responsibility to someone else and beginning a new chapter can feel overwhelming. We can help you feel more confident in your future.
