BUSINESS OWNERS

Financial Planning to make the most of your business and secure your future

We know you work hard to provide a better life for you and your family. But do you spend more time planning for your business than you do for yourself? Have you thought about how your business can finance your personal goals, now and in the future?

If you’re going to get the full value from your business – and secure your future – you need to plan ahead. Your business has a one year budget and most likely a longer term strategic plan. But are those the “plans” that really matter most to you?

HOW CAN WE HELP YOU IF YOU ARE A BUSINESS OWNER?

We specialise in financial planning to create your brilliant future. We offer financial planning in Nottingham and Kenilworth and can help you manage the ‘parallel planning’ challenge of juggling your personal and family finances with those of your business. Our financial planners understand the long hours it takes to build a successful business, so we’ll help you to get the most out of it. We will take the time to understand not only your business but also your personal goals.

Our financial planning service will address questions such as:

  • How can your business finance what you want to do with the rest of your life?
  • Are you planning to sell the business or pass it on to the next generation? What are the tax implications and how to minimise that liability?
  • How to maximise your personal wealth and minimise tax?
  • How to optimise corporate and personal pension opportunities?
  • How to take money out of the business in the most tax efficient way?
  • How to manage the business assets to optimise tax and minimise risk?
  • How to protect against risks that might prevent you from achieving your objectives?
  • How should you structure your remuneration, now and in the future?
  • Do you have the right legal agreements with fellow directors and/or shareholders to protect yourself and the business?

PARALLEL FINANCIAL PLANNING

Working with our financial planners will give you clarity on the key opportunities available to safe-guard your business and make the most of it, to help you achieve your personal financial goals.
We’ve created a ‘Parallel Planning – My Personal and Business Financial Planning’ checklist, of what you should be thinking about to make the most of your business.

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GET IN TOUCH

We offer all prospective clients a free initial meeting with one of our financial planners, to see if our service is right for you.

Book your meeting, to take control of your financial future today.

Financial planning articles

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Rob

Investment & Retirement Planning Client

‘I realised that I needed professional advice, because this is the one thing I had to get right. Shaun has taken the time to get to know us as a couple and as a family and understand our lifestyle. He is the person we trust with our money. It’s such a comfort blanket knowing that you have done the right things and that you don’t need to worry’.

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Mr & Mrs B.

Financial Planning & Retirement Client

“We have now retired and have confidence in the financial plan that was produced for us. I could not recommend highly enough Riverfall to anybody in a similar position to ours. An absolutely brilliant service.”

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Simon Phippen

Director of Riverfall

If you want to know how much you should be putting aside and when you can afford to retire, we can help you to visualise your financial future so that you can plan ahead with confidence.

Learn more about…

Financial planning

Create financial certainty about your future

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Investments

Make the most of your wealth

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Retirement planning

Plan your perfect retirement

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Protect what’s important

Prepare for life’s unexpected surprises

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Later life planning

Make the most of your later years

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Estate & inheritance tax planning

Protect and pass on your wealth

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