Planning for Business Owners

Business owners will often have more complex and unique financial requirements. However, with your focus on running a successful business, it can be difficult to find the time to give your personal financial arrangements the attention which they deserve.

Common objectives of business owners include drawing profit from their company in a tax efficient manner, (often taking advantage of their pension allowances), building up wealth for retirement or to assist younger generations, as well as protecting the long term sustainability of the business. This may include providing protection for shareholders and key employees.

The Beechwood advice team supports a wide range of business owners, from professional partnerships and small limited companies, through to entrepreneurs, consultants in the IT, pharmaceutical and finance sectors, and the self-employed. In each case, we work closely with other business advisers to ensure you are making the most of your business and personal assets, in a tax efficient manner.

Advice Team

Phil Boon

Phil Boon

Director and Independent Financial Adviser
Graham Hume

Graham Hume

Director & Independent Financial Adviser
Stephen Sale

Stephen Sale

Director & Independent Financial Adviser
Michelle Murphy

Michelle Murphy

Independent Financial Adviser
Adam Whittingham

Adam Whittingham

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Please feel free to contact us if you would like to enquire further