A financial health check will help you create financial strength for you and your family. By reviewing your current pension, investment and protection arrangements and discussing the impact of recent tax changes, we can create a robust financial plan for you in writing.
We understand that it doesn’t matter whether your money is in your own name or the company. The challenge is being able to enjoy it when you want it, with the minimum lost in tax.
We also understand the specific requirements of serial entrepreneurs, who wish to maintain a high degree of liquidity ahead of the next opportunity, whilst at the same time ensure that available tax reliefs and planning options are not missed along the way and protect an underlying level of financial security for their families.
By working with you to understand your long-term personal goals and your objectives for your business, we can identify different streams of advice that will be required along the way and identify the need for, and refer to, either your existing professional advisers or appropriate skilled professionals to complement our own advice. This coordinated approach provides you with greater clarity over process and so control over, and confidence in, how you plan to achieve your goals.
By maintaining an ongoing, regular relationship with you, we can help you to achieve your financial goals, both personally and in business.
If you would like to arrange a no-obligation face-to-face or telephone meeting, please do not hesitate to contact us.