Financial Planning for Business Owners

We are the bridge between the business and you, the owner, and will work to formulate a strategy to grow the wealth you have generated.

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Specialists in Financial Planning

When you work with us we will take you off the intense treadmill that many business owners are on. The bold questions we will ask you include:

• What is important to you?
• Why did you set up the business in the first place?
• What are your personal objectives?
• Is the business serving you?

You might not know all the answers and that’s ok as we are here to support both you and your business evolve over time.

Financial Planners & Advisers for Business Owners

We can help you to establish what your business needs to sustainably generate to give you the lifestyle you desire both now and in the future, when you step away from it. We will seek to protect both you and your loved ones if things go wrong along the way.

As you would expect from a regulated financial adviser, the solutions will typically include pensions, investments and protection.


Why Choose Us?

Rakhee earned her stripes in the commercial channel at a major high-street bank job advising small to medium sized business-owners and Jon developed his business accountancy wings rising through the ranks for a variety of companies in multiple industries before founding his own accountancy practice.

And of course with over 40 years of financial experience working with personal and business clients with formal qualifications both in the IFA and business accountancy space, we understand tax, and how business tax and personal tax is inextricably linked together. We will develop a professional relationship with your accountant to ensure active two-way communication so that you receive a collective joined up approach to your financial affairs and we work together to ensure that you receive the best service and outcomes as your business changes over time.

Of course, we will work with your accountant to ensure that whilst tax is often unavoidable, you don’t pay any more than you need to. In particular, we will help you to manage income and capital gains taxes around investments, corporation tax savings around pension contributions and help you with your estate planning at the appropriate time and lots more besides.

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Let's Chat

Life gets easier when you’re not worrying about your financial future. Let us help you achieve your freedom today. 

What clients say about us

All of these quotes are taken from feedback our clients have left us via Vouchedfor, a vetted professional review site. You can find read the full reviews and many, many more here.

Rakhee is honestly fab. She's honest, caring, detailed, fair, helpful, and knowledgeable. I am so pleased to have found her!
Knowing how and where to start in getting trustworthy financial / pensions advice can feel confusing and difficult, and so easy to just put off til another day. That's why I was so happy to find Rakhee, with her calm, knowledgeable and approachable style.
Rakhee has provided an excellent service. She is very conscientious and treats the money as if it were her own spending her valuable time getting every penny due to me.
She was hugely patient and helpful explaining things several times when required.
She has made taking better control of my finances feel so clear and easy and I have no hesitation in recommending her.
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