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Financial planning for your business

Managing, growing, organising and marketing, a few of the words that describe what owners of a small medium sized business do all day, every day.

Running at a hundred miles an hour, juggling tasks and decisions and wondering whether today should be spent in the business or on the business - is a seemingly endless cycle. Time is precious, we understand that, and time is money, we understand that too.

From our experience, many owners are concerned about growing their business, being more efficient, becoming more profitable, retaining and attracting key staff and clients as well as ensuring new and existing clients are offered the most appropriate services and products. As business owners this leaves very little time to think about the wider financials of your businesses and even your own personal finances. We have the experience to help you plan financially.

We specialise in working with the owners and directors of small-medium sized businesses. This means that we work alongside you, your teams and your families to understand what you are trying to achieve, financially.

We work with business owners on a consultancy basis. What we mean by this is we take time to understand what your business is all about, your plans for developing and growing your business and your wishes for the future. This may be to sell the business, pass it on through to the family or develop a plan for succession.

We are focused on saving you time, sourcing creative solutions, highlighting the choices and options available for your business and validating your financial decisions and goals.

How can we add value to your business?

We can:

  • work with you individually or with your accountant and other advisers to ensure all financial advice works in harmony and contributes to an agreed goal.
  • provide long term advice spanning the different generations of your business, your employees and your family
  • look at ways to help you maximise business and personal tax opportunities develop and plan your business exit strategy
  • Your business and personal financial plan needs to be individual, flexible, dynamic and reviewed - just like your business.

For further assistance, please contact a member of our team below:

  • Chartered Insurance Practitioner

    0151 2552300
    Liverpool
  • Chartered Financial Planner

    0151 2552300
    Liverpool