Advice For Business Owners

Larger Accountancy firms have in house financial advisers to support their Wealth Entrepreneur and Business Owning clients. Our service is designed for Entrepreneurs and Business Owners that have small and medium size businesses and want quality, professional financial advice.


Business owners like to be involved and have control. They also recognise the need to delegate and seek professional advice to free up their time to run their businesses. Over the past 18 year our advisers have worked with business owners building up experience that can be used to help you. Many of our clients enjoy success and now seek to consolidate their financial position and gain better control. We can help you by freeing up your time and taking away the hassle of financial planning.

Entrepreneurs and Business Owners are described as risk takers. You need to be dynamic and often take short term focus. Our service is disciplined and takes a long term approach. Working together you get the best of both strategies to help you grow your business and personal wealth.

Some of the advice areas that we can help you with are:

  1. Tax efficient profit extraction
  2. Income planning for company directors, partners and sole traders
  3. Pensions to control personal tax
  4. Pensions to fund your business growth
  5. Business protection
  6. Estate planning
  7. Succession planning for family businesses
  8. Using employee benefits to reduce you labour costs.

You receive advice from a fully qualified and highly skilled and experienced adviser.

Some elements of Tax planning are not regulated by the Financial Conduct Authority.

As a business owner, it is likely that your retirement will involve more planning than retirees who don't own a business. You will have questions about how to extract wealth from your business, how to ensure business continuity and how to decide on when the best time is to begin your retirement. Please watch our video for more information on how we can help you with this.