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Financial advice for business owners
Building your future, protecting what matters

Ensuring your business works hard for you

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.

Let us help you
Let us help you

Contact us today to see how we can help you manage your wealth.

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.

Have a look at your options
Have a look at your options

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.

 Take a look at how we can help you
Take a look at how we can help you

See if you have the same questions

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)

Find out how to protect your income in the event of illness
Find out how to protect your income in the event of illness

Co-share holder protection
Co-share holder protection

Are you co-share holder? This insurance is designed specifically for you

Key person insurance
Key person insurance

Insure a top sales person, key negotiator or someone heading up a critical project

Relevant life policies
Relevant life policies

Relevant life policies could play an important role in protecting your business

Meet our expert team

View all our experts .

People Block

Susan Tait - Chartered Financial Planner at The Private Office

Susan Tait

Partner - Chartered Financial Planner, APFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Susan has a broad range of experiences dealing with high net worth clients who pose complex financial circumstances.

Photo of Julian Frere

Julian Frere

Partner - Chartered Financial Planner, APFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Julian advises on pension reviews, retirement planning, investment management, tax efficient structuring, life insurance and succession planning.

Kirsty Stone

Kirsty Stone

Senior Financial Adviser - Chartered Financial Planner, APFS

Rated 4.6 out of 5

Top Rated Adviser 2022

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

  • Rectangle-copy_1.png

    Independent Financial Advice award at the Gold Standard Awards Ceremony in the House of Commons

    The Gold Standard Awards acknowledge those who strive to deliver excellence to their customers as well as building confidence within the financial services sector.

  • Rectangle-copy_0.png

    The Financial Times Top 100 Financial Advisers Award

    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.

  • TPO signpost indentity

    Rated 4.8 stars of 5 at Vouchedfor

    1,551 reviews for 45 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

  1. 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.

  2. How can we help

    Formulation and agreement of your bespoke service and fees.

  3. Solutions and advice

    Detailed financial plan based on market research and financial modelling.

  4. Implementation and ongoing review and service

    Plan execution, ongoing portfolio review, valuations and service assessment.

Provide your details below and we will contact you - BO

Contact us today to see how we can help you manage your wealth.

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Call us on:

0333 323 9065