Client Guides for IFA’s and Financial Planners

A Business Owner’s Guide to Financial Planning

Are you a financial adviser or planner, looking to offer helpful and valuable content to your business owner clients? Our downloadable financial planning guide for business owners is perfect for the job. Integrated with your logo and brand colours, use it on your newsletter, website and marketing to show your thought leadership and build trust.

Great for clients and branded for your firm
A choice of covers
Your firm’s logo & colours
Professionally designed
Client checklist

A valuable resource for business owners

From pension planning for directors through to auto-enrolment and tax planning, our latest guide offers business owners a valuable resource which you can use to reinforce their trust in your knowledge and capabilities. Updated every financial year and written by financial advisers themselves to ensure a high degree of relevance and accuracy, this is resource which you will be able to leverage again and again in your marketing.

The guide’s checklist includes:
Starting Up
Established Companies
The Growth Phase
Leaving a Legacy
Excerpt from the guide

As a business owner, your time is precious. Whether you are a start-up entrepreneur or a retiring CEO, various priorities are constantly competing for your attention – gaining customers, building a reputation, managing cashflow, and eventually optimising your processes so that the business can run without your day-to-day involvement.

It can be all too easy to put off decisions about the future when your business needs you now. In today’s competitive marketplace, good financial planning has never been more important. We can help you work out where you want to be and provide strategic guidance to ensure that you get there.
Perhaps your business is in a growth phase, and you need advice about the best sources of funding. We can guide you through the options and make sure you avoid costly mistakes.

You may have questions about your financial responsibilities to your employees. We can work with you to create a pension and benefits package to attract the best possible candidates, while saving you tax wherever possible. Your business is a key asset in your own financial plan, and we will look at how it can be used to achieve your personal goals. This will involve tax-efficient profit extraction, maximising pension allowances and ultimately considering how the business can provide you with an income in retirement or a legacy for your family.

Over time, we aim to support you making your business more profitable, reducing your tax bill and increasing the value.

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