Business owners
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 simon.weeks@red7fm.com.
Alternatively, get in touch via our call back form here.