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.