Investment
Trustee
Who we work with
Business owners
Your partner through the life of your business
When you run a business, your financial health is never far from your thoughts. But when the buck stops with you on everything from talent to tax, it can mean precious little time for the long-term planning and financial management that matters so much in business.
Our team of experienced corporate financial planners help busy owner-managers take a step back. By looking at your business through the lens of your personal goals and wider financial plans we will help you to approach problematic areas with renewed focus and a fresh perspective.
Crucially, we’ll also put the focus back on what matters to you. That might include asking you some big questions, such as; Why are you in business? What are you hoping to achieve? What’s your endgame? But by exploring these big areas, we can help you find solutions to the problems that may have brought you to us in the first place, such as what kind of plans you should be making for your retirement, or how you should be investing your money.
We find that by helping clients explore their business concerns in the context of their life plan, we are able to help them sharpen their focus and find solutions that deliver on both business and personal goals.
For what matters most
We asked our clients what mattered most to them about their money. These are a few of the things they told us.
"Protecting it and watching it grow"
You want to take steps to protect yourself and your business against financial loss. But with a staggering array of personal and corporate insurance options available, working out which is right for you can require an expert eye.
"That it is safe and working for me"
There’s no point in having money unless it is helping you to accomplish the things you want in life. 87.72% of those questioned in our recent client survey, believe that working with us has helped or will help them achieve their financial goals.
"That it keeps on coming"
Alongside mental and physical health, financial wellbeing is key to living life to the full. It’s the feeling of having enough money to meet your needs. It’s a sense of security, happiness and peace of mind. We work on your behalf to ensure you have financial wellbeing. It’s the foundation of everything we do.
Common questions
We often find that our clients come to us with similar kinds of questions and problems. Questions such as:
- Do I have enough money for a comfortable retirement?
- How can I make my business work around my life?
- How much should I be selling my business for to achieve the retirement lifestyle I want?
- What are my options for my business when I retire?
- How can I ensure my business will remain successful if I take a step back from it?
- How can protect my business and my income?
If you find yourself asking these same questions or others Get in touch
Our clients
We take great personal pride in improving the lives of our clients and working with you to achieve financial freedom. Which means we love hearing about our clients’ success stories, and the part we played.
Get in touch
If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message here.
Bristol Office
Cheltenham Office
Wiltshire Office