Life as a business owner can be stressful and complex; you can often feel like you’re spinning one too many plates. As a result, certain areas of life can go neglected. Money matters, particularly your personal financial situation, may go overlooked.
It goes without saying that the financial side of your business and your personal life are intrinsically linked. If one is fruitful, the other will reap the rewards. The two must, therefore, be considered together.
From tax strategies to exit planning, at work you must consider the wider financial impact of your decisions on your employees, your shareholders and your long-term vision. From mortgages to retirement planning, at home, you must manage your family’s financial needs, both for today and for the future.
Whether you’re a young business owner looking for help on how to tax-efficiently withdraw money from your company, or an owner close to retirement who needs financial assistance with an exit strategy, we can help.
As Financial Planners, our role is to create a bespoke and thorough strategy that enables the financial side of both your work and home life to thrive.
At a free initial consultation, we begin by understanding what is important to you and your current financial goals. We also collect your personal information and explain our fee structure. The consultation will close with a summary of our findings, and our suggested next steps towards a tailored solution to your needs. There is no obligation to proceed at this stage, and no costs will have been incurred.
The next stage is to analyse your financial situation. We will use the information gathered about you to thoroughly analyse your financial position, using our extensive knowledge of financial markets, then diligently research potential solutions for your needs.
We will create a bespoke financial plan, recommending the best financial solutions to achieve your goals. At a second meeting, we will explain our research and recommendations so that you can make fully informed decisions. We will take you through our report step-by-step, and you are free to take the report away and give it due consideration before agreeing to move forward to the next stage.
Once you feel that you can make a fully-informed decision to proceed, and you have given us your consent to do so, we will begin the process of implementing our recommendations. We will assist you in completing all the relevant forms and ensure your applications are processed by the relevant investment houses and providers in a timely manner.
It’s important that your plan is reviewed regularly to ensure that it is optimised for any changing personal circumstances, economic fluctuations, tax legislation and regulations. Finally, we will provide you with online access to view your investments at the touch of a button.
Marian, North Yorkshire
A client since January 2017.
A client since September 2016.
A client since April 2017.
A client since October 2010.
A client since September 2010.
A client since December 2013.
A client since February 2017.
A client since February 2016.
A client since December 2013.
A client since November 2016.