Small business owners

Business owners financial advice

Many of our clients are owners of small and medium sized businesses.

In many cases small business owners have more need for financial planning and independent financial advice than any other group of people. Working with successful business owners is another of our specalist areas




When you are employed your employer will often provide many financial benefits such as:

  • Life insurance
  • Critical illness insurance
  • Income protection insurance
  • Private medical insurance
  • Personal pensions
  • Save as you Earn schemes
  • Share schemes
  • Profit sharing

As a small business owner, you become the employer so other than ensuring you have set up all of the above for yourself, you may also need to do the same for your employees.

In addition, tax help and advice becomes both important and very flexible. We work proactivly and very closely with your accountants to make sure you are mitigating your tax as much as possible.

Lastly and just as importantly - we can help and advise you if you are considering changes to strategy or how your business is actually run. The aim is to help you realise as much value as possible from your business and ensure your financial security. Someone with great experience in helping small businesses, and who is a sucessful business owner in their own right would be useful as a sounding board, even if you end up making a different decision.