Business owners

As business owners ourselves we understand the challenges that come with managing your business goals alongside your personal goals.

Work to live, don’t live to work

We firmly believe that your business should work for you, not the other way around. So it’s important to make sure that your business is contributing to your financial goals as well as your personal ones.

We work with a number of business owners to ensure that they are maximising the benefits that come with running a business. Things like tax-efficient pensions and investments which are only open to business owners. And as with any client, we’ll help you to identify your life goals and put a plan in place to help you achieve them – with the help of your business, of course.

Helping you answer the ‘big’ questions

There are many reasons why you may decide to work with a financial planner. Perhaps you’ve received an offer for your business and wonder if this is the right time to take it? Maybe you’re receiving several pension statements and you wonder if they all add up to the retirement you want? Whatever the reason, these are some of the big questions we can help you to answer:

  • Can I use my business to fund my personal pension? There are various opportunities open to business owners that aren’t available to employees, and they’re worth exploring.

  • What should I do with the money I get from selling my business? We’ll help you to utilise your wealth to fund your next endeavour, whether that’s retirement or a new business venture.

  • What kind of retirement can I have? Lifestyle financial planning can help you identify what your retirement goals are and help you to achieve them.

  • Will my legacy be lost in Inheritance Tax? With effective estate planning, we can ensure that your loved ones only pay the necessary amount of tax after you die.

Client stories

We really do change people’s lives! Meet some of the clients who we’ve helped to enjoy their wealth over the years

Clive & Karen Seeley

We are delighted with the service provided by Andrew and his team. They listened to what our goals were and worked with us to provide a solution to achieve them. Andrew’s support and advice has ensured that we can now relax, enjoy our retirement and achieve those goals.

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Jeremy & Jayne Cooke

The model Andrew has provided allows us to have a choice with Jeremy’s pension. It provides funds in later life, but also allows us to have sufficient income while we are still young and fit enough to be able to do the things we want before Jeremy’s health deteriorates further.

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Jacqui Collins

Andrew completely changed the way I thought about planning for retirement. Without Andrew’s help and advice, I would probably have had to continue to work well beyond age 60. A year into retirement, my finances have worked out exactly as planned. I will always be grateful.

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Paul & Ruth Jeffries

After working hard for many years, we wanted a retirement that we could enjoy, not just ‘scrape through’. We needed to know there was still a future there to enjoy, and the plan that Andrew created for us has given us the financial security to retire with confidence.

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Graham and Sherill Worgan

On meeting Andrew for the first time we were extremely impressed by the considerable time he spent in determining and fully understanding our retirement needs and aspirations. This has contributed considerably to the enjoyable and secure retirement we have enjoyed since 2013.

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Bob and Judith Choppen

Andrew’s approach was different in that he spent a great deal of time with us understanding what we wanted to achieve from our total assets during retirement. We remain very happy and value his friendly nature and interest in our current needs.

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Your journey

We pride ourselves on the dedicated, one-to-one relationships that we build with our clients. Here’s how your journey will look.


Why work with us?

Our vision is ‘to help our clients manage their finances to live the lifestyle they want, without fear of running out of money’.

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Let’s talk

If you want to free yourself to enjoy your wealth, then get in touch using the details below or complete the form.