A business owner?

When you run your own business, it can be difficult to find the time to think about your long-term financial planning needs. We work with business owners to help them make the most of their hard work and achieve their goals for the future.

Our Director, Sarah Hogan, holds the AF2 Business Financial Planning Qualification as part of her Chartered status, which means she is a specialist in planning for businesses. As a company director herself, she’s experienced first-hand the same challenges that many of our clients face, so is well-equipped to help business owners effectively plan for their future.

Whether you’re new to ownership or you’re looking towards life beyond the business, we’re here to support you on your journey to financial independence.

Here’s how we help…

Business protection

As a business owner, it’s important to have the right safeguards in place. We’ll help you protect against unforeseen events or circumstances through the likes of key person insurance, shareholder protection and relevant life plans.

Tax efficiency

There are a number of ways to withdraw money from your business in a tax-efficient manner. We’ll work with you to ensure you’re making the most of any tax breaks, reliefs and allowances and help you get more from your assets.

Company pension schemes

We work with a select number of pensions specialists to provide both auto-enrolment and larger company pension schemes. We can also deliver individual advice to members, as well as educational pension seminars for your employees.

Pensions for directors

We offer bespoke pension solutions for company directors. From personal pensions to self-invested personal pension (SIPPs), we’ll find the right platform to effectively utilise your business and achieve your goals.

Support for new business owners

Starting a new venture can feel daunting, and the financial obligations might seem a bit of a minefield in the early days. We’re here to help you navigate the challenges of owning a new business and support you on your journey.

Exit and succession planning

When it’s time to hand over the reins, we’re here to support you through the process. We’ll help you prepare a sound succession plan or exit strategy, one that ensures business continuity while aligning with your own objectives.

Paul Brooking

Nirvana Joy

Leanne Ridings

Simon Emerton

Jane Waugh

Julie Mangion

Meet our clients

We believe that great financial planning can change lives. But don’t just take our word for it – hear it from the people who have lived the experience themselves. Meet some of our clients who have shared their stories about how we’ve helped them.

Find out more

We’re here for the journey

Thinking of retiring?

Already retired?

Going through a major life event?

Looking for a mortgage?

Leaving a legacy?

Growing your investments?

Starting your financial journey?

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