Business owners

As a business owner, your to-do list is often enough to tackle; never mind getting financially organised.

You may well have an accountant who keeps track of the ins and outs of things, but do they look to the future of your company, your family, and your own lifestyle?

We understand how difficult it is to dedicate meaningful time to planning; both in your business and at home. You’re looking for guidance, reassurance, and someone you can trust with your financial future.

With over 50 years of combined experience, our financial planning team are dedicated to providing a personable, independent and bespoke service to business owners. Namely, we can help you to:

  • Understand your goals for the future, both for your business and your personal life, and ensure your wealth is best placed to help you achieve them
  • Invest your wealth and that of your business in a way that meets your attitude to risk, as well as your objectives
  • Protect your family and your business from unforeseen events
  • Look to the future and plan for your eventual exit strategy and retirement aspirations
  • Make tax-efficient financial decisions to ensure more of your wealth is yours to keep

Ready to get started?

If you’re a business owner and want to know more about how we can help, you can learn more about how we work or get in touch with us.

What our clients say

“We find this relationship to work admirably for us. David is the expert in a field in which we could never hope to be so proficient. We have every intention of maintaining this relationship long into the future.”

Carole and Roger

Clients since 2003

“David’s financial planning advice and knowledge is excellent, and he talks to me in terms I can understand, not financial jargon! I don’t have to look too closely at what is happening, as I know David will be doing that.”


A client since 2004

See what our clients say

Get in touch

Got questions? Ready to book an initial no-obligation meeting? Leave a message using our form below and we’ll be back in touch as soon as we can.