Business owners
No-one knows exactly what the future holds. But expert financial planning gives you the confidence to go after your goals – knowing you’re ready for anything.Support at every stage
We offer holistic help for business owners, like protecting your company against sudden shocks, managing pensions, and planning ahead for retirement.
Protect your business from shocks
No-one likes thinking about it, but can your business keep going without you – or your key staff? We’ll help you be sure it can.
Build up your business assets
We’ll help you keep your focus where it matters – running and growing your business – by taking care of your finances.
Face-to-face or virtual advice
With your busy schedule, we know flexibility is key. So you can tell us the most convenient ways to keep in touch.
Plan ahead for retirement
Get plans in place for when you’re ready to wind down from work – so you can rest easy, knowing they are taken care of.
Annual reviews
We’ll sit down with you – remotely or in person – at least once a year to go over your progress and future plans. And we’re listening. If something isn’t working for you, let us know.
Maximum security
Your financial details are safe with us. We offer a level of security you'd normally only find at a FTSE 100 firm - including protecting your data.
Not sure if you need financial planning? Ask yourself three questions.
Am I spotting every opportunity?
Even experienced entrepreneurs benefit from an objective, analytical view of the landscape. Financial planners can show you where you could rein in risk, adjust your spending, or go after investment opportunities.
Can I see what’s coming?
No-one has a crystal ball, but our chartered firm can map out a path that accounts for shifts you might not see coming. While you free up time and focus to take care of business as usual.
Is there a major change ahead?
Take retirement. Many business owners discover that handing over their hard-won assets to the next generation is far more expensive and complex without proper advice.
Need help answering these questions?
Our dedicated advisers are happy to help.
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What can we help you plan for?
I’d like advice for my business
We’re here to help with everything from managing company pensions to protecting your business if you had to stop working suddenly.
I need a financial plan
It’s always a good time to make sure your money’s working as hard for you as you do for it.
I’m planning ahead for retirement
It’s never too early to think about life after business, and we can help make sure you’re set up for your next phase of life.
I’m going through a big life change
Major moves, divorce, dealing with inheritance. Whatever comes your way, we’ll support you to navigate the new road ahead with confidence.
I’m protecting my family’s future
We offer advice on managing your money that can help you meet family financial goals like buying property or funding your children’s education.
I want to pass on my wealth
Our advisers can give you impartial, objective advice on how best to pass on your assets.
