As a director of a successful company, the demanding nature of your role and your busy lifestyle can raise concerns surrounding your finances, your family and your future.
You just want to know you’re doing enough to achieve the security and success you work so hard for. Whether a change in personal circumstances or worries about the future has triggered you seeking financial planning advice, we’re here to help.
Typically, the company directors we work with live in Manchester or London and the surrounding areas.
We help you to achieve your professional and personal goals through bespoke financial planning. We’ll help you to plan for and protect:
We’ll help you to ensure as much of your income is yours to put towards your goals by finding tax-efficient financial solutions suitable for your needs.
Your savings and investments
We’ll ensure your savings and investments are best placed to help you to achieve your goals; whether that’s a new home, more opportunity to travel or early retirement.
We’ll ensure measures are in place to fund your children’s education and future needs. We’ll also ensure your family are protected should the unexpected happen.
We’ll assess your current pension provision to establish whether you’re on track to achieving the retirement lifestyle you’re aspiring to live; if not, we will recommend effective solutions.
Find out more about our financial planning process here.
Investments carry risk. Their value (and any income from them) can go down as well as up and you may not get back the full amount you invested