For business owners
We provide a comprehensive range of services all designed to support you if you are a business owner.
Taking your personal and business goals as our starting point, we apply our considerable expertise to recommend financial solutions that meet both your immediate and short-term requirements as well as your longer-term needs too.
As a business owner, we know your professional financial success will unquestionably also impact your personal wealth. We therefore aim to deliver a cohesive strategy that incorporates all aspects of your financial wellbeing and goals. By getting to know you well and building a detailed picture of what you want to achieve, as well as the things that really matter to you, we can help you achieve success that carries through to all areas of your life.
Our work together will help you answer questions such as:
How much should I be selling my business for?
Am I paying too much tax?
How can I protect my business if something goes wrong?
What insurance should I have?
Do I have enough money to retire?
Do I have enough in the pot to live the retirement lifestyle I want?
Can I afford to privately educate my children?
Can I afford to gift money to my children/grandchildren?
LONG TERM PLANNING
"Richard has helped me with outlining clearly options that were available for investing monies, pension planning and with continued updates, new options available, and with reviews and sound advice."
Tessa H, Kent, VouchedFor verified client review, Nov 2024
Read more of our client reviews here.
Your partner in financial success
We’ve been providing expert financial advice for more than 45 years. Why have we been so successful?
We like to think we’re more than just top-notch financial planners; we’re relationship builders too. As a family-run practice, we’re proud of the trusted relationships we’ve built and the professional, friendly advisory service we’ve provided to our clients since 1978.
If you’d like to find out how we can help you and your business, use the contact form below.
WORKING WITH US
"Everyone has a number. Each individual unique and the number will differ depending on the lifestyle, dreams or ambitions. Our job is to help clients to find their number, then create a strategic plan to ensure that they achieve it.”
RICHARD HITCHELL, CHARTERED FINANCIAL PLANNER