Business owners & self employed

Navigating finances can feel like an uphill battle when you’ve got a business to run. It can pay off, in the long run, to delegate your financial responsibilities to an expert who knows what they're doing.

Working towards a bright future

Are you worried about your pension? Do you long for financial security for your family? Do you have various pots which need consolidating? Are you pre or post-sale?

Most of all, you need to be willing to delegate to a knowledgeable financial planner. We’ll take the load off your back and provide you with a clear financial strategy.

How we’ll help you

Understanding your goals and vision

Personal and business goals are closely related. So, we work to understand what they are and proactively plan for the future.

Implementing employee benefit schemes

From flexible benefits to salary sacrifice, health and key person insurance, we’ll take care of the lot! That’s even more things to tick off your list…

Planning for your future

Where appropriate, we’ll tap into the tax benefits associated with your pension to purchase business premises and factories and reduce funding costs by as much as 40%.

Tailored tax-efficient solutions

We’re able to assist with corporate tax and director remuneration strategies to ensure your business runs as tax-efficiently as possible.

Forming a business strategy

We’ve been in your shoes, so there’s no one better equipped to build you a strategy based on short, medium and long-term goals.

Managing risk and reward

Most clients have worked hard to accumulate what they’ve got and don’t want or need to be taking too much investment risk, so we don’t either.

You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise, you may not get back the full amount invested.

Turning the focus onto yourself

Your business is just one aspect of your life, but you mustn’t forget about yourself as an individual.

We take the time to consider your long-term plans, retirement goals and tax planning so you know where life is taking you, even if you’re not quite there yet.


"He knows, and I don't!"

Murray Rose

Business Owners & Self Employed

Client since 2008

"He puts everything into easy to understand language."

Mike Park

Senior Executives & Professionals

Client since 2014

"He gives us the confidence that we'll thrive in retirement."

Darren Staniforth

Business Owners & Self Employed

Client since 2004

"I feel very comfortable that my financial future is secure."

Barbara Goldsmith

Actively Retired

Client since 2015

"Lloyd never makes us feel like we're asking silly questions."

Shaun and Jane

Senior Executives & Professionals

Client since 2021

"Cashflow forecasting has given me control and a sense of security."

Jennifer Morrison

Actively Retired

Client since 2011