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Financial Advice for Business Owners
Here at The Private Office we can help business owners, self employed or entrepreneurs with a range of financial planning matters.
Building your business can take years of hard work and dedication.
As a business owner you tirelessly work to grow a legacy that will give you and your family financial freedom. We believe that financial planning is vital to this.
Our expert business financial advisers can help you accomplish these goals and work with you to protect the legacy that you’ve worked hard to achieve.
Why financial planning is important in business
Running a business will create financial challenges, but will also present many financial planning opportunities along the way.
You may be looking to sell your business and ensure that the proceeds can deliver your ideal retirement.
You could be seeking to protect your business from the death or critical illness of one of its key persons such as a director or a shareholder. Or, you may be looking to grow the assets in your business and want to determine the best strategy to achieve this.
The Private Office can help you with this important business financial planning. Whether that’s lifestyle cash flow planning to see what your financial future might look like, or if you are seeking a solution to protect your company and its people, ensuring business continuity.
Assess where you are now, plan for where you want to be
Have you considered if you have enough wealth to maintain your desired lifestyle?
Understand if you’ve invested or saved enough to become financially independent.
Financial advice for retirement planning
Did you know in certain circumstances you can buy your business property with your pension?
This might be through a self-invested personal pension (SIPP) or a small self-administered scheme (SSAS) and can include tax advantages and benefits for your business.
See if buying your premises is the right opportunity for you
Planning for a business sale
We get asked three common questions from business owners planning for a sale and we can help with all of them here at The Private Office.
Life insurance to protect your business
53% of business owners state that if they lost a key person they would cease to trade. Insurance is therefore vitally important.
We can help with a range of insurances to suit you, including; key person, co-shareholder and income protection.
(source: State of the nation’s SME report, Legal & General, 2017)
Are you co-share holder? This insurance is designed specifically for you
Insure a top sales person, key negotiator or someone heading up a critical project
Relevant life policies could play an important role in protecting your business
Meet our expert team
People Block
Susan Tait
Partner - Chartered Financial Planner, APFS
Susan has a broad range of experiences dealing with high net worth clients who pose complex financial circumstances.
Julian Frere
Partner - Chartered Financial Planner, APFS
Julian advises on pension reviews, retirement planning, investment management, tax efficient structuring, life insurance and succession planning.
Kirsty Stone
Senior Financial Adviser - Chartered Financial Planner, APFS
Kirsty is a Chartered Financial Planner and expert in cash flow forecasting and advises in all aspects of financial and strategic planning
Our awards
Leading expert advice
Our achievements demonstrate our continued efforts towards technical excellence, professional integrity and client service.
Chartered Financial Planning Firm of the Year 2022/23
The Personal Finance Awards celebrate high standards and exceptional consumer outcomes within the financial planning profession. ‘Chartered Financial Planning Firm of the Year’ is the only award given at a company level by the PFS.
The Financial Times Top 100 Financial Advisers, 2018-2022
The awards identify firms based on a range of different areas, the best investment advice firms assisting clients in the market, and those who demonstrate that savers can be certain their money is being managed by the best people.
Top Rated Firm 2020-2023
Rated 4.8 stars of 5 at Vouchedfor
1,954 reviews for 50 advisers
Arrange a free consultation
We are committed to helping all of our clients create, sustain, protect and grow wealth for them and their families.
To ensure we are a good fit for your needs, please provide your details below and we will contact you to ask a few simple questions.
Our relationship step by step
Discovery
A short phone call with some simple questions to ensure we’re a good fit. Initial meeting, without charge or obligation, with a qualified financial advisor to get to know you and your financial position.
How can we help
Formulation and agreement of your bespoke service and fees.
Solutions and advice
Detailed financial plan based on market research and financial modelling.
Implementation and ongoing review and service
Plan execution, ongoing portfolio review, valuations and service assessment.
Contact us today to see how we can help you manage your wealth.
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