Business Owners

As a business owner your time is best spent focussing on running your business. But you do need to plan your point of exit, and that’s where we come in.

A solid financial plan will be centred around your business and retirement goals and utilise yearly company tax planning opportunities. A few small changes now can ensure you’ve built up an asset base that will provide you with a long-term income, regardless of what happens to your business.

Here’s how we help:

  • Exit strategy planning
  • Tax efficient profit extraction
  • Protecting your business with insurance
  • Building a financial plan to help grow your business
  • Advising you on director pension contributions
  • Providing you with a lifetime income, post business exit.
book your free consultation

Book your free consultation

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“Dale was able to look in detail, at the range of options, and advised on a time scale for implementing some of the options; even sending me a link to check out my State pension. Certainly, I will be recommending Dale to friends and colleagues” Amanda Adams September 2021

“Dale made us both comfortable when he discussed the various financial planning for our Savings & Pension monies. We have contacted Dale for further financial advice since then as we both felt Dale would explain parts of our policy that needed addressing going forward, with no obligation Dale rested our fears & this made our next step easier to plan” Robert F September 2021

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