Business Owners

As a Company Owner or Director, you are used to balancing priorities and making decisions. When it comes to your financial planning, let us review your situation, research your options and come up with a plan that’s right for you. So whether you need advice on how best to manage any surplus cash, review your shareholders agreement, plan your next steps or even work on your own personal finances- we have the expertise to allow you to make an informed decision.

What we can do for you and your business

  1. Provide advice and help you extract surplus cash in a tax efficient manner
  2. Business protection- Shareholders protection, Co- Directors insurance, Keyperson insurance (to include a review and analysis of existing arrangements)
  3. Company Investment (Analysis, review and recommendation)
  4. Personal protection – life cover, specified illness cover, income protection (to include a review of existing plans)
  5. Lifestyle Financial Planning- create a personal financial plan to work alongside your business plan
  6. Create a Financial wellbeing programme for your employees

Book your complementary discovery meeting today.