Top 10 issues for business owners
Key issues and concerns
From our experience business owners have a multitude of issues which typically centres around one core priority – having more time. We have highlighted below what we believe are to be the key issues around this, how our service can help to resolve them and the resulting value to you – having more time and peace of mind around your financial future.
I'm spending too much time working in the business, resulting in stress and worries and concerns that keep me awake at night. There is no coherent financial and lifestyle strategy in place.
How our service can solve your issues
Giving you guidance and direction as to ‘how much is enough’. Creating a strategy within a framework that makes sense. Turning ‘what ifs’ into answers.
The resulting value to you
Greater clarity around your financial future giving you more freedom and time to do the things that you really want to do.
How do I realise the value in my business?
How our service can solve your issues
Together with your business advisers or our specialist commercial partners, to consider strategies and create a plan of action to exit the business, pass it on, step back or grow your business to achieve the outcome that is right for you.
The resulting value to you
Freedom from your business and liquidating potentially your biggest asset.
I’m fed up with paying too much tax.
How our service can solve your issues
Creating strategies to minimise your tax liabilities.
The resulting value to you
Putting more money in your pocket.
I have no coordinated investment strategy to match my lifestyle objectives; and am uncertain as to whether the wealth I have so far accumulated is in the right place.
How our service can solve your issues
Helping you to create a coherent investment strategy to build, protect and sustain your wealth; and to avoid wealth destroying decisions and the noise of the press.
The resulting value to you
Peace of mind that your money is in the right place and matches your lifestyle objectives.
I want to remove the hassle of managing my own money.
How our service can solve your issues
Working as your personal Finance Director and sorting out all the boring, menial admin tasks and prompting you to utilise your allowances fully and properly.
The resulting value to you
More time, more money, less stress.
I’m confused around all the changes to pensions and tax and how it affects me.
How our service can solve your issues
Giving you clarity and recommending a suitable strategy within a framework that makes sense.
The resulting value to you
More money in you and your family’s pocket.
Would my family be financially secure if I became critically ill or died prematurely?
How our service can solve your issues
Giving you clarity as to whether there is a shortfall, and if so, recommending suitable strategies to avoid this.
The resulting value to you
Peace of mind that your family will be financially secure and your business will survive if the worst were to happen.
I want my wealth to go to the right people at the right time and in the most tax efficient way.
How our service can solve your issues
We consider the whole family situation and in conjunction with our specialist estate planning partners we set up bespoke strategies to achieve this.
The resulting value to you
Peace of mind that your wealth will be passed down to your loved ones tax efficiently.
I have other issues such as mortgage finance, legal and accountancy matters. Who can I turn to for help?
How our service can solve your issues
We bring in and coordinate trusted experts to provide an integrated advice service.
The resulting value to you
We help you to get things done.
Can I trust you as I have reservations about financial advisers?
How our service can solve your issues
We believe that experiencing our service will demonstrate to you our core values of doing everything in your best interests and making a difference.
The resulting value to you
Peace of mind that your financial affairs are being professionally managed so you can enjoy life and focus on the things that matter to you.