How do we help business owners?

Typically based in London or the South-East, the business owners we work with are typically in their 20s, 30s or 40s and their entrepreneurial flair and success has led to higher than average earnings

However, we know that creating something they are proud of and leaving a legacy are equally as important as immediate financial rewards. 

Despite having the self-belief and independent mindset common in most business owners, we find a sound financial plan brings numerous benefits to our clients.

Business owners usually approach us following a recommendation by an existing client, accountant or solicitor. They usually have an immediate financial problem, question or need. Alternatively, they might have longer-term aspirations they want to achieve.

These queries might relate to receiving bonuses, structuring income tax-efficiently or the sale of a business. They could be more personal in nature, for example getting married or starting a family. Such events often lead to a desire to build and maintain a certain lifestyle while protecting their family. 

Many business owners simply want to use their time more effectively or need a dedicated space to plan their financial future.

If you’re a business owner, we can help you by:

  • Putting in place, and then reviewing, a financial plan designed to achieve your aspirations, whatever they are

  • Taking care of the ‘what if’ and ensuring your family is protected should the worst happen

  • Building financial structures enabling your aspirations to be achieved

  • Being a trusted partner whom you can confide in and confidently delegate to

  • Providing accountability and objectivity to help you build good habits

  • Providing impartiality to review current and future investment ideas

  • Becoming a sounding board for new ideas and big decisions, such as the sale of a business

  • Tailoring our communications to your preferences  

  • Helping you source suitable mortgage arrangements when the time comes to buy a property or move home

  • Discussing and reviewing opportunities for alternative investments

You can learn more about how we help business owners by watching the video on this page or by contacting us on 020 3637 7007 to discuss your own situation.


Our client relationships usually start with a coffee and a chat. If you’d like to hear more about us or have a question for one of the team, please call us on 020 3637 7007 or complete the form below.