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Financial Advice for Business Owners
We provide financial advice to Business Owners to help them have the retirement they want.
Personal Financial Planning for Business Owners.
Our financial planners are experts at helping business owners to identify and build their clear future.
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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.
Invest your money in a way that is aligned with your goals and objectives and is based on evidence (not speculation).
Ensure your family's financial future is protected and your financial legacy will prevail down the generations.
Work alongside your accountant to ensure a coherent strategy is in place for your personal finances.
Grasp the retirement you deserve.
Our financial advice is specifically designed to help business owners to build a clear plan for their retirement.
We know what it's like.
We're small business owners in Gloucestershire, too, so we know how it feels, along with the stresses and strains of running a small business.
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 you have a packed schedule 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 also your business. We’ll also talk about how you want your future to look and how you would like to exit your business, when the time comes.
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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. We deal with the various companies involved and will bring all this information together to establish whether they are working as hard for your future as you are.
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 of your business’ year-end and each tax year. We would be pleased to work closely alongside your accountant to free up as much of your time as possible to focus on running your business and life outside of work.
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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