Business owners & senior executives

For your business, and beyond

You’ve worked hard over the years and built a career to be proud of. But it can be difficult finding the time to plan meaningfully for your future, including what happens when you leave the world of work. We can help provide the clarity and direction you need.

We will work with you and your existing professionals to ensure your business and personal financial goals are aligned, enabling you to focus on achieving your future objectives and planning an exceptional retirement. Whatever that future holds, we’ll be here to guide you.

You may be asking...

What can I do to retain and reward my employees?

I’m making a profit - what do I do next?

When can I afford to retire?

How do I facilitate my exit from the business?

Can I own a share of a property in my SIPP?

Can my limited company set up a pension scheme?

If you find yourself asking these same questions, or wondering about something else, we can help. Find out more about what we can do below, or get in touch.

How we help

Planning for retirement

We will work with you to determine what your ideal retirement looks like, including when and how it happens. We’ll then build a plan to ensure you will be in a financial position to support it.

Tax strategies

When it comes to extracting profits from the business in a tax-efficient way, we can review your current remuneration and provide ideas to potentially reduce taxes and increase drawings. We work alongside your other professional advisers to ensure we all consider the most suitable options for you and your business.

Employee benefits

We can review your current employee benefits package, agree a budget and work out what you need to change to give your employees the benefits they actually want.

Exiting the business

When the time comes for you to move on, we’ll work with you to create a suitable exit or succession plan, ensuring you’re fully prepared for the future.

Specialist pensions

We are specialists in providing bespoke pension solutions for business owners, including SIPP and SSAS schemes. We’ll advise on how best to utilise them to further your goals, for instance purchasing commercial property or greater tax efficiency.

What our clients say…

Don’t just take our word for it - here’s what our clients had to say about us in a recent survey.



of clients believe that working with us has helped or will help them to achieve their financial goals.



of clients would recommend us to their friends, family or colleagues.



of clients were satisfied that we understood their circumstances, objectives and aspirations.

Your journey

The process of working together varies depending on your needs and circumstances. Find out more about what you can expect on your journey with us.

How we work

Ready to get started?

We’d be delighted to hear from you to discuss your requirements. Simply get in touch using our contact form and we’ll arrange an initial chat.