Business owners and entrepreneurs
Running your own enterprise is infinitely rewarding but has its own unique set of challenges. Get expert advice from a team that has first-hand experience of the pressures you face.
Here for your life
and your career
As an entrepreneur, you have so much responsibility on your shoulders that there’s real comfort to be taken from having someone in your corner you can trust. The key is finding an adviser who’ll offer you guidance in an appropriate way, which is where we like to think we differ from the majority.
Our founder, Dr Josh Lewis, had a successful career in both the NHS and private industry before building his own respected company. He deeply cares for his clients and also understands the challenges that business owners and entrepreneurs face on a daily basis. For you, that means a sense of reassurance and freedom that comes with knowing the most important areas of your life and business are in experienced and safe hands.
How we care for your finances
Protecting your business
Running a business can be hugely rewarding but unseen events can cause disruption, or even put the stability of your business at risk. Whilst no one can predict the future, we can help your company continue to thrive in the unfortunate event of a key employee, business owner or director suddenly becoming critically ill or passing away.
Tax-efficient Profit Extraction
You have worked hard to build your business, and we can help determine the optimal method to extract your hard-earned profits, ensuring appropriate remuneration for yourself while saving for your future and retirement.
Succession Planning and Exit Strategy
You will need to plan for the future of the business when you are ready to step down. We can help prepare your family for business succession. Alternatively we can help you maximise the value of your business and plan your exit.
Read reviews from real clients
You can always expect a first-rate service from us, but don’t just take our word for it.
Instead, read the excellent reviews left by our valued clients on VouchedFor, the UK’s leading independent rating platform for financial planners. Click the link to read more.
