Business owners

We know that your business and personal finances are closely linked; when one is healthy, so is the other. We’ll work with you and your business to ensure that your financial challenges are solved and your aspirations achieved.

 

Business owners approach us because they:

  • Recognise the value in professional advice for both their personal and business finances
  • Want to ensure that their business and family are protected should something unforeseen happen
  • Would like to reduce their tax liabilities
  • Need to plan their exit strategy
  • Want to ensure they will be able to live their chosen lifestyle in retirement

 

We help in several key ways:

  • Joined up thinking: We’ll ensure that your personal and business finances are both aligned to achieve your goals
  • Protect: We’ll ensure that you, your business and your family are protected should you become ill or die unexpectedly
  • Maximse profit: We’ll consider ways to reduce your tax liabilities, ensuring you are able to keep as much of your profit as possible
  • Plan: We’ll help you develop your exit strategy, helping you understand the amount of money you need to take from the business to live your chosen lifestyle in retirement

What our clients say

Mr Jones, Bishops Stortford, client of Gareth’s since 2011

What were the circumstances that caused you to look for a Financial adviser?
Mixed up Pensions and looking for best advice on Investments I could trust.
How did they help you?
Across consolidating Pensions and Investment strategy. Potentially to also look at Asset management.
What is your current situation? Have you seen the outcome you were hoping for?
Yes so far these have met expectations.
What could they have done better?
Reminded me to do things when I forgot!

Mr & Mrs Moreham, Newport, client of Gareth’s since 2016

What were the circumstances that caused you to look for a Financial adviser?
Myself and my husband were buying our first home and wanted advice and to find the best mortgage for ourselves.
How did they help you?
They found us a mortgage with the best interest rate and explained everything we needed to know.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
They were helpful with everything we asked for and responded quickly, I don’t think there is anything that I could suggest that they didn’t already do.

Terry, Caerphilly, client of Gavin’s since 2016

What were the circumstances that caused you to look for a Financial adviser?
Wanted to take early retirement.
How did they help you?
Helped with everything in relation to my request, sound advice and excellent service.
What is your current situation? Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing to my knowledge

Kathryn, Risca, client of Gavin’s since 2015

What were the circumstances that caused you to look for a Financial adviser?
Financial advice about transferring an occupational pension into a private pension.
How did they help you?
Helped by giving advice which was thorough and comprehensive, identifying the pros and cons of each financial option available. Then managing and coordinating the transfer of the pension, from the occupational pension to a private pension, and monitoring its performance.
What is your current situation? Have you seen the outcome you were hoping for?
The pension is now invested in a suitable personal pension, which is appropriate to my individual needs, the outcome has been very favorable.
What could they have done better?
Nothing, I am very satisfied with the advice and services I have received

Take Control

Make your finances work for you and your future aspirations