Business owners

Helping you make the most of your business

With tax-efficient options for investing and extracting profit, we can advise on the best ways to grow and protect your wealth.

We’ll take the time to understand what you want from your business. Then we’ll put together a financial plan to help you to achieve it.

We can advise you on:

  • Shareholder and key man protection
  • Extracting profits tax efficiently using a variety of investment vehicles
  • Utilising the business to make regular pension contributions
  • Ways to ensure that your wealth, including your pensions, can be passed on
  • How you can use capital from the sale of your business to secure your retirement

Just as you work with an accountant for your business finances or a solicitor for your legal needs, as a business owner, you have a lot to gain from working with an expert financial planner.

Fancy a chat?

If you have a mortgage or financial enquiry or would like to learn more about financial planning, we’d be delighted to have a chat with you.