Business owners

When you’ve got a business to run, it can be hard to find the time to organise your finances. There are a lot of challenges you may face, especially when others depend on you. That’s why it’s important to take steps to secure your financial future, so you can make the most of your opportunities.

As a new or small business owner, you might be wondering whether you’re doing enough to protect it, or how best you can plan for its future (and your family’s). We’re experienced in helping business owners like you get the most out of their money, both now and for years to come.    

There are a number of ways we’ll work with you to help set you on the path to future success.

Define your goals

We’ll sit down and outline exactly what it is you want to achieve, either for your business or your personal finances.

Manage your finances

We’ll help you take care of everything concerning your finances, so you can focus more on doing what you do best.

Plan for all outcomes

Should the unexpected happen, we’ll help put a plan in place that protects you and your business from unforeseen events.

Withdraw tax-efficiently

We’ll help you withdraw profits from your business in a tax-efficient way, so you can get more out of your assets.

Devise an exit strategy

We’ll help you figure out an effective exit strategy that works for you, be it through succession or through selling the business.

Keep you on track

We’ll ensure your goals stay on track, so you can have the lifestyle you want and plan ahead for your future retirement

Please note: the value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested. The Financial Conduct Authority does not regulate Tax and Estate Planning.

Adding value

When done properly, great financial planning is about making a rewarding difference to people’s lives. That’s why we go above and beyond when it comes to making sure we add real value through our service.

Discover how we go that bit further for our clients.

Learn more
Adding value

Clients say

Coming up for retirement I realised that I needed to make whatever money I had saved work for me. The more I looked at places to invest the more confused I became. I needed advice.

Paula has spent a great deal of time with me assessing my needs and after advising me on areas of investment she has continued with regular updates and is always available to answer any queries I may have. I have every confidence in Paula. I now have peace of mind and more money in my portfolio thanks to her expertise.


My pension woes were paying into two Abbey Life funds, a current work pension, as well as having two defunct other pensions and not having the foggiest where all this was leading.

Paula helped me to navigate through the quagmire and nightmare of juggling three ongoing pension pots whilst sitting on two old previous employee pension funds. We consolidated these and simplified things in the run up to my retirement.


I’m delighted Paula has decided to start her own company.

Paula has been advising me for five years now and I have moved companies to keep her as my adviser. I feel now that she can have more autonomy in the advice she gives, tailoring it to my specific needs. Paula has given friendly, honest, realistic advice and has been able to explain in a clear, concise, manner. When we meet for regular updates she brings clear graphs and charts enabling me to see things in a visual format. I’d highly recommend her as an adviser.


With us approaching retirement age and having a variety of different pensions and investments, we felt we needed professional advice as to how best to rationalise these to enable us to enjoy secure incomes during our retirement years.

Paula has taken the time to understand our requirements and attitudes to risk. With an approach that is always clear and refreshingly free of financial ‘mumbo-jumbo’ she has provided sensible and trustworthy advice, during the 5 years we have worked with her.

Jeremy & Maggie
Altrincham, Cheshire

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