Financial Planning
“What if my future is about more than just finances?”
Financial Planning for Business Owners
Your business may make up part, or the majority of your pension fund so, it’s important to focus on growing a profitable business, whilst also creating a robust personal financial plan to help you meet your goals and objectives, for the life you want now and in the future.
We can support you with:
- Profit extraction and exit planning
- Retirement planning
- Pension planning
- Succession planning
- Inheritance tax planning
- Investments and asset management
- Tax-efficient wealth management
- Protections
Our approach
Our award-winning team of private client specialists are expert, personable and highly qualified. The team includes financial planners, wealth managers and tax advisers who will work alongside one of our business advisers to build a plan that’s right for you, flexing as your business grows and your needs change.
Get in touch
If you would like to understand how we can support you, please get in touch.
High growth, high performance workshop
Considering what’s next for your business? Is your aim to grow your sales, improve marketing, optimise your operations, and grow profits? Or are you planning an exit and want to discuss your options? Our management consulting team have created a workshop for you, helping you to create and stress test your plan for the future.
There are deliverables from the workshop, including a detailed report, and interesting benchmarks with your competitors. We will also review your personal financial goals to ensure they align with your business plan if that is appropriate.
If you would like more information on our workshop, please get in touch.
Wealth management
“What if I could tailor my investments to my needs?”
Retirement Planning
“What if I could have the retirement I really want?”
Insights for business owners
Is now the right time to exit my business?
05/05/2023. The first quarter of 2023 has seen a slowdown in deal activity after record levels in 2021 and early 2022, and yet I can’t recall a period when I have been having more conversations with owner-managers who are reflecting on what to do next and whether now is the right time to transact. Why is this and what is driving owner-managers to consider their options?
Transitioning your business to the next generation
28/04/2023. As a business leader, you may be thinking about your retirement, and in that case, who will take over the family business. Thinking about what’s next means looking at the company at an operations, management, and ownership level.
Transition your business to your employees
18/04/2023. Employee ownership offers a combination of potential tax reliefs, and its flexibility means that it can suit a wide range of circumstances and personal preferences.
National contacts
Ian Pickford Partner - Head of Private Client - Milton Keynes
National contacts
Natalie Wright Managing Partner Leeds – Head of Family Business Leeds
Listen back to our recent webinar
What's next to secure the future of your business?
Watch our latest What's next to secure the future of your business webinar recording where we explored the economic landscape and discussed how you and your business can reduce the impact of supply chain and inflationary pressures.