Business Owners and Entrepreneurs
Personalised Investment strategies for business owners and entrepreneurs.
Giving you the confidence to focus on what you do best.
As a business owner and entrepreneur, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your success by giving you the confidence to focus on what you do best.
You’ve refined the skills necessary to thrive in the marketplace and lived the continuous commitment that is running a business. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture – important things like passing on a legacy to the next generation and helping to ensure your team have options for retirement planning.
We help you cut through the complexity of your financial situation to create, implement, and manage an all-encompassing plan designed to pursue your goals – personally and professionally. Our strategies capitalise on our extensive resources and world class analysis and are customised to your needs. The result is a balanced plan combined with the details of how you picture your life.
We know from experience that you may face several challenges. The board room for small business owners can be a lonely place, so we aim to help you:
Understanding your challenges and opportunities
Undertake an in-depth review of your business and help implement a tailored financial plan.
Securing life after business
Ensure that you build up a tax-efficient fund for your retirement that closely matches your life goals and financial objectives.
Getting your surplus business cash working harder
Invest spare cash in the business, above working capital, to produce a tax-free income.
Strategic succession planning
Help prepare you and your business for exit – including achieving financial independence – or having an effective succession plan in place to secure the future of your business.
Taking care of you and your family
Put in place the right protection policies to safeguard you, your family and your business, from life’s unforeseen events such as serious illness or death.
The financial conduct authority does not regulate some forms of business financial planning.
We’re well-versed in the challenges and opportunities before you.
We have extensive experience working with business owners and entrepreneurs through the different stages of growing their businesses and supporting their personal lives. Whatever stage your business venture has reached, whether you’re established, growing, exploring your exit path, or considering life after exit, we will support your growth.
Whatever you want to achieve, we’ll tailor your solution to help you get there.