INDEPENDENT FINANCIAL ADVICE FOR ENTREPRENEURS

FINANCIAL ADVICE FOR
BUSINESS OWNERS

As a business owner myself, I understand the unique duality you face with having to think about both your personal finance and that of your business. The volume of information and advice can be overwhelming; and that is where I want to help. With no nonsense, practical support, advice and products that can help to support your goals.  Specialising in a personalised approach that takes into account your unique circumstances; particularly when traditional finance options are not always accessible. 

NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy.

STABILITY | SECURITY | SOLUTIONS

INDEPENDENT FINANCIAL ADVICE FOR BUSINESS OWNERS

If you're a business owner in the UK looking for financial advice, it's crucial to find an independent financial adviser who has experience and expertise in finance as an entrepreneur. Offering guidance on pension plans, employee benefits, and tax-efficient investment strategies, our expert knowledge of the financial markets and regulatory landscape can support you on your entrepreneurial journey.
As an independent financial adviser we can provide valuable insights to help you navigate the complex world of business finance. Whether you’re an SME or a large corporation, seeking advice from a trusted partner that understands the unique challenges faced by business owners can help ensure the long-term success of your own future, as well as your business.

“I had the pleasure of working with Rebecca as my financial adviser. Rebecca is extremely knowledgeable and experienced when it comes to all aspects of personal finance, including investments, retirement planning, and tax strategies. She took the time to truly understand my financial goals and tailored her advice and recommendations to my specific needs.” Nicole Newbury, 2023, via Trustpilot

LET'S HELP YOU FIGURE OUT YOUR FINANCIAL PUZZLE...

Spend less than 5 minutes answering 7 questions about your current financial situation – it takes just 2 minutes and is completely free. Your responses will be processed to help you understand your financial puzzle and how it all fits together.

FINANCIAL CONSIDERATIONS AS A BUSINESS OWNER....

Looking after your business finances plays a big role in reaching your personal financial goals. Your business success and your personal financial wellbeing go hand in hand, so it's important to take a moment to get to know and put first what you want to achieve financially...

What you will need to consider:

  • How to separate personal and business finances
  • Developing a budget for personal expenses
  • Planning for retirement, pensions and investments
  • The intricacies of mortgages and home ownership as a business owner
  • Understanding the tax implications of business profits on personal taxes
  • Evaluating personal debt to income ratio and debt repayment strategies
  • Your plan for personal insurance needs, including health, life and disability coverage
  • Exploring ways to diversify personal income streams outside of the business.

Independent Financial Advice

OUR SERVICES

Providing you with bespoke solutions to help you feel secure, in control and working towards your goals.

LIFESTYLE FINANCIAL PLANNING

Lifestyle financial planning can empower women to take control of their financial future by identifying their specific goals and creating a comprehensive plan that addresses your unique needs.

INDEPENDENT MORTGAGE
ADVICE

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other loan secured on it.

INDEPENDENT PENSIONS
ADVICE

A pension is a long-term investment. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. The value of investments can fall as well as rise and you may not get back the amount originally invested.

INVESTMENTS

The value of investments and income from them can go down. You may not get back the original amount invested.

INSURANCES

Protecting your interests... Providing Life and Critical Illness Insurance, Insurances for Business & Income Protection

WILLS & ESTATE PLANNING*

Let us use our 20 years of experience to help with your future planning so that your legacy is clear.

*Please note: The Financial Conduct Authority does not regulate will writing and inheritance tax and trust planning.

NOT SURE WHERE TO START?

BOOK A DISCOVERY CALL TO EXPLORE YOUR FINANCIAL PLAN...

TESTIMONIALS

OUR HAPPY CLIENTS

Lucy Hay, Malmesbury, 1st March 2022

CLEAR | CONSCISE | CONSISTENT

MY COMMITMENT TO YOU:

Understanding the financial challenges that you encounter are always unique, I am committed to nurturing your assurance in managing your finances. Specialising in wealth management and lifestyle financial planning, I stand ready to guide you and your family towards a future of financial empowerment and stability.

As a way of getting started, check out my bestselling book, “10 Ways to Accelerate Your Wealth: How to Align Your Finances for an Abundant Life”. This comprehensive guide stands as a testament to my commitment to your financial well-being.

“I approached Rebecca for advice about my ISAs. I was keen to make sure they were working well for me, and that they were also invested into funds that aligned more closely with my values. Rebecca took time to understand my requirements, and researched suitable options for me, explaining her suggestions clearly and without jargon. Throughout the process I was impressed by her knowledge and experience. I found her easy to talk to and felt that she understood my requirements well. I am very happy with the service she provided and would recommend her to others.” Patricia Exley, Hampshire 2019

BOOK YOUR DISCOVERY CALL

Book a call and gain valuable insight that can support you to make the most informed decisions about your financial future.