Support for your financial world
We know that, as a business owner, your personal and professional finances are likely intertwined, which can sometimes make it difficult to see the bigger picture when it comes to your long-term objectives. We’re here to help ensure they’re working in unison towards the future you want.
Our comprehensive service is designed to help you make sense of and achieve your personal goals while continuing to meet the needs and targets of your business. We want to help you get the most out of what you’ve built, so you can focus on your priorities.
How we help
Business and personal protection
It’s important to safeguard the things that matter. We can provide a range of business and personal protection options, so you’ll be covered in the face of the unknown.
We’ll create strategies to help you withdraw funds from your business tax-efficiently while ensuring you are making use of all available reliefs and opportunities.
We can effectively forecast the impact of various “what-if” scenarios, enabling you to make more informed financial decisions going forward.
We’ll build a bespoke investment strategy that is suited to your desired level of risk and aligned with your long-term goals.
We’ll explore the various pension options available to you and can advise on how to use your pension to further your business goals, such as purchasing a commercial property.
When the time comes, we can work with you and your relevant professionals to devise an effective exit strategy in line with your financial objectives.
Dan has been really helpful in explaining the options available to me, helping me to understand the financial jargon and to give me confidence that my pension and savings will provide me with the cover I need during retirement
Dan helped me to make sense of the situation with five different pensions, providing signposting and support to make a complicated situation understandable. Dan challenged my thinking and has made it possible by assessing and arranging my pension in such a way that will allow me to retire with confidence, three years earlier than I thought might have been possible.
After an initial consultation to understand our financial position, Dan put us in touch with one of the mortgage advisors, Roberto, at Hartley Ross to arrange a mortgage. Dan went above and beyond by also providing advice on maximising pension allowances, and how that might affect how much we decided to borrow.