Business owners

“It’s not about how much money you make, but how much money you keep, how hard it works for you and how many generations you keep it for”

Robert Kiyosaki

We understand what motivates you; effective financial planning will help transform that motivation into reality.

Our Director and Financial Planner Simon Weeks has worked extensively with entrepreneurs and company directors to secure their long-term financial future, during and after their business days.

The business owners we work with have typically owned a business for over five years. You might not have taken financial advice before, but you’re starting to think more seriously about long-term planning for both your business and your own family.

Here’s what we do:

  • We know time is precious when you run your own business; we’ll take care of every aspect of your personal finances
  • We’ll help you withdraw money from your business tax-efficiently, building your personal assets and focusing on your financial freedom
  • We’ll help you create a plan for all possible eventualities; reducing your reliance on the future sale of the business
  • We’ll help to protect your business and family against unforeseen events
  • We’ll work with your accountant and other advisers to provide financial advice, alongside integrated tax and financial planning services

Want to know more?

If you’re a business owner and want to know more about how we can help, our Financial Planner Simon is just a call or an email away.


Call us on 01962 458 121 or email


Alternatively, get in touch via our call back form here.

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