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Align your Values with your Future
We provide Financial Advice to B Corp Business Owners that want to retire confidently with peace of mind that their monies are aligned with their values.
Personal Financial Planning for B-Corp Business Owners.
Our financial planners are experts at helping B-Corp business owners to identify and build their clear future.
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Discuss your values with you and ensure your money is invested in way that you are comfortable with.
Develop a personal financial plan and exit strategy from your business, ensuring you'll retire on your terms.
Ensure your business finances are being used as effectively as possible and profits are maximised.
Make the most of the income you're receiving from the business whilst you're running it.
Ensure your family's financial future is protected and your financial legacy will prevail down the generations.
Time is money.
We help you to use both wisely.
We are proud to be a B Corp as we are committed to using our business as a foce for good. We understand the principles and passions of fellow B Corp firms and love working with the B Corp Community to ensure that your money is aligned with your values. We provide financial advice to B Corp Business Owners to help them have the retirement they want while ensuring they understand and are comfortable with how their money is invested.
"Is my money invested in a way that aligns with my values?"
Without a discussion with a Financial Planner who has expertise in this area, your money could be invested in a way that doesn't align with your values.
"Are my family protected if something were to happen to me?"
This is one of the key things that gives us peace of mind, but is often something that gets overlooked.
"When can I afford to exit my business?"
If you would like to exit your business in the future, we can provide ongoing support to ensure you are in a position of financial independence
"What do I have and where is everything?"
A key part of a successful financial future is organisation. Without clarity, it can be hard to identify what you have and what it all means.
"Is my money working as hard as I am?"
Unless you have the right planning in place, it is difficult to know if your pensions and investments are in the right place and are suitable for you.
"What does my future look like?"
It can be daunting thinking about the future, especially when you don't know what it looks like or if you're making the right decisions today.
Where we come in.
We have a through process which offers a range of investment options to ensure that your money is invested in line with your values, while enabling you to achieve the life you are working hard to create. We will listen to your priorities on investment options, tax and legacy planning to create a financial plan that is personal to you.
Build a Clear Future that you're proud of.
The aim of our financial advice is to show you what is possible and put this into practice, so you can feel excited about your financial future.
Our Process.
1. Understanding You
After your initial enquiry, we will arrange a time to meet, either face-to-face or via a video call in order for us to get to know one another. We know work can be demanding so we’ll be as flexible as possible to find a time that works for us both.
During this meeting, we will ask you questions about your personal situation and your values. We’ll also talk about how you want your future to look and your future work plans and how this fits in with building the retirement you want.
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2. Creating Your Financial Plan
Once have agreed we will work together, we then obtain all the necessary information on the pensions, investments and insurance policies you hold currently. You may have built up a number of pensions having worked at various companies and we will request the required paperwork directly from the pension provider for each of these. We will bring all this information together to establish whether they are working as hard for your future as you are and whether the pensions you have built up are still in the right place.
3. Discussion & Agreement
We’ll then arrange a second meeting, during which we will discuss our findings and present you with our advice. We will talk through the reasons behind our recommendations and explain the benefits and any disadvantages of following our advice.
4. Taking Action
Once we have agreed the best course of action, we will implement this for you. Importantly, we take the hassle of dealing with the pension and investment providers away from you so you can focus on the running of your business and the things important in life to you.
We’ll also help you sort out your paperwork, helping you tick off another task from your to-do list.
5. Track & Update: Ongoing
We will work closely with you to ensure that you remain on track, liaising with you at important points throughout the year. We’ll ensure that the relevant actions are taken ahead each tax year and focus on the parts of the Financial Plan you can control, while switching off from outside noise. We ensure the level of risk that you are taking with your investments is suitable for the future you are building and allows you to sleep well at night.
Every 12 months...
Our Annual Planning Meeting will be used to reconfirm your goals and update your Financial Plan with any changes in your priorities. You will enjoy the peace of mind that a trusted expert is always at the end of a call or email to answer any questions you may have.
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