Financial planning for entrepreneurs
We spend a lot of time working with owners of small businesses. As a small business ourselves, we can usually relate to our clients’ issues, sharing our own experiences.
We will work with you to ensure you are paid in the most appropriate way, while also making sure you’re aware of how best to save towards your retirement.
There are lots of other things that we can help you with, often in conjunction with other professional advisers including your accountant and your solicitor.
We will discuss the importance of having plans in place should you fall ill and have to take time away from your business. We will also highlight appropriate steps to allow your family or beneficiaries to benefit from your hard work should you die before you have a chance to realise the value of your business.