As a business owner, you’ll already know the benefit of a plan. But finding the time to apply the same rigour to your personal finances as you do your business finances, can be difficult when life is busy.
We’ll help you pull all your plans together, identify your personal long-term goals and work out a strategy to help you achieve them. Our corporate client offering is purposefully designed for the needs of those who own and manage businesses. But it’s also flexible, allowing us to tailor our service around your specific goals and needs, and those of your business.
How we help our clients
Our approach is to take business planning principles and apply them to your personal financial and lifestyle goals. We’ll undertake cashflow forecasting, look at your net worth and apply the same analytical tools to your current and desired personal income and expenditure as you would to your business’s bottom line.
We’ll use our expertise to help protect your business and your family from unforeseen events and changes in circumstances. Our job is to help you create a Plan B so that you can confidently continue with achieving Plan A.
- Financial planning for business owners and managers
- Achieve financial independence and protect your wealth with profit extraction and income planning advice, succession and intergenerational strategies and retirement planning.
- Made-to-measure protection
- We’ll help you strike the right balance when it comes to protection with access to a wide range of family protection policies, key person, Shareholder and Business Interruption plans.
Our clients say…
We asked our clients what they value most about our personalised service. This is what they told us:
A trusting relationship and peace of mind.
I have someone I feel comfortable discussing my financial aspirations with, and who I feel understands my situation.
I trust Gill Millen completely and her advice and professionalism in the past has been brilliant.
All quotes are taken from our 2021 client survey.