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

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.                                              Tax Planning is not regulated by the Financial Conduct Authority.


Trusted 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?

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. You can download it here.

See what our clients say about how we have helped them.

What’s your next step?

We offer all prospective clients an initial discovery meeting with one of our business financial advisers at our expense, to see if we can be of help to you.

Book your meeting, to secure your financial future today.

Live the life you want