SELF EMPLOYED 

As a self employed business owner you are responsible for your pensions, protection and investments. Taking professional advice on how and what to invest in, can help you to understand the best steps to take. I’ll work not only with you to give you the advice that you need, but your other professional advisers like your accountant to find the best solutions to suit your personal and business circumstances.

COMPANY DIRECTORS 

As a company director your roles and responsibilities are governed by the Companies Act. You’re responsible for the governance of your company, finances, taxation and employees. But what about yourself? Is your business functioning in the most tax efficient way, and are you drawing your income and investing in the right way and in the right places? I can work with you and your business to provide the specialist financial advice that you need to build your investments in your business and for you through tax efficient structures.

PROFESSIONAL PARTNERSHIPS 

As a partner in your business, and similarly to company directors, you have responsibilities for the people around you and your business, tax and finances. But similarly to directorships, have you considered your own financial goals and what you need to do to achieve them? Professional Partnerships.