Business owners
We’ll shoulder the burden, so you have more time to focus on your business and employees.
Maximise your hard work
When you’ve got a business to run, it can be difficult to find a spare few hours to take care of your finances. Money matters tend to get overlooked on a personal and professional level, both of which are interlinked.
You may be a young, small business owner who is looking for help on taking money out of your business tax-efficiently. Or perhaps you’re an established business owner who is looking to create a plan to escape. Whatever your needs, we’ll take you under our wing.
Here’s how we’ll help you
We can help business owners just like you make the most of their money. We’ll look at your individual circumstances in detail, and then work towards achieving your objectives.
This could involve tax-efficient withdrawals from your business, putting the right protection in place, devising an exit strategy or just general management of your finances. We’ll work with you to make sure the right strategy is in place.
The Financial Conduct Authority does not regulate business planning, exit strategies or tax planning.
Over the many years we’ve worked together, Jonathan’s professionalism, knowledge, and service have been of great reassurance. His Chartered status is a testament to his excellent financial planning acumen. He has been fundamental in helping us achieve our objectives. I would recommend Jonathan to anyone in need of a very good adviser.
When I first met Jonathan, my affairs were complex, required considerable review and adjustment, and I had specific objectives to achieve. Jonathan has surpassed the original objectives. Regular meetings, combined with many “Can we have a quick catch-up" calls, have ensured I have a hugely reliable partner who I can trust.
We couldn’t recommend Jonathan more highly for his understanding, supportive, and expert approach in advising on our pension and investment options. He’s always been very responsive, courteous, and sensitive in all interactions and explained complex areas in layperson's terms. We look forward to many more years of having him manage our financial affairs.
Jonathan has been my financial adviser for more than eight years. He’s always been extremely knowledgeable and professional, and I value his exceptional skills in explaining complex financial matters clearly. He has a very friendly, calm, and warm personality and always goes the extra mile.
Jonathan has been advising me for several years on my pensions and retirement income solutions. He is a true professional, and his recommendations are well thought through and are specific to me.