Is your business your ‘pension pot’?
Do you have an exit strategy for when you are ready to leave your business?
Running a business is hard – as business owners ourselves, we get it.
We understand what it takes to start and grow a successful company and how that can leave little room to think about anything else. You can have the best of intentions when it comes to planning for your future but every day brings its own set of challenges you have to overcome that take priority.
Someone’s sitting in the shade today because someone planted a tree a long time ago
WARREN BUFFETT
With so little time, it is not always easy to pay attention to the wider company finances – let alone your personal finances – but they are both inextricably linked.
We help business owners navigate both. We take time to understand your business, your personal and professional aspirations, and help you to create a financial plan for the future.
We can work with your accountants, solicitors and other professionals to ensure all the legal, tax, accounting and financial advice you get is streamlined and cohesive. This includes maximising your business and personal tax breaks, reliefs and allowances to ensure more of your capital is yours
to keep.
Covering the short, long term and your exit strategy, we ensure you get that reward for all your
hard work.
Through our sister company, Money Able, we are also able to come into your organisation and offer financial wellbeing workshops and advice to your employees.
TESTIMONIAL
I feel comfortable with how everything has gone, despite feeling very nervous about the process initially. Conor was always available to talk things through whether face to face, by phone etc and never made me feel I was asking silly questions and didn’t rush me into anything. He also put me in touch with a legal adviser to help me sort out some related issues.
