financial advisers

Financial Planning for Business Owners

A service dedicated to business owners

Running a business is never easy. Every business owner feels like there is always more that they could do, but they simply don’t have the time. Whether it is reducing your tax liability, protecting against the loss of key staff, or succession planning, there are many opportunities to be utilised. At Consilium Asset Management, we will be your financial partners every step of the way.

Below are some of the ways that we can improve the financial health of you and your business:

We are specialists

No business owner can be an expert in every aspect of their job. Most will have started their company because they had a brilliant idea or hold certain skills in a given field. But once you are the business owner, you are suddenly expected to know everything. Don’t let yourself become a jack of all trades, master of none. Our specialist advisers are experienced at allowing businesses like yours to thrive. Leave the financial planning to us and you can focus on other areas that you may be neglecting. Gain peace of mind that your business is operating in a financially efficient manner whilst being protected against potentially disastrous events.

Free Business Financial Planning Guide

Our free guide provides useful tips on how to improve your business

Save yourself valuable time

When you work for someone else, it is easy to switch off at 5pm and relax for the evening. It isn’t like this for business owners. Every waking hour is an opportunity to develop your company further, and you also have so much on your plate at all times. This can quickly snowball into long working hours that don’t achieve as much as they should. The result is damaging for both you and your business, as you become exhausted and frustrated that your company is taking over your life. At times like this, the opportunities for tax planning, succession planning, and business protection are quickly lost.

By utilising our services, you can spend your precious time on growing the business. Let us take care of the financial planning and save yourself both the stress and the hours. We will work to fit around your busy schedule and seek to take up as little time as possible when conducting our research or delivering recommendations. After all, our job is to help you.

Start your Journey...

Book a Call

The initial call enables us to find out more about you and how we might be able to help you. The meeting is provided at our expense and there is no obligation on your part.  Our Video outlines our services
financial planning
Play Video about The benefits of Financial advice

Prepare for your exit from the business

Whether you are looking to retire or are simply looking for a new challenge, there will always come a time when you are ready to exit the business. Planning for this can be one of the most difficult aspects of running a company, particularly if you are essential to the day to day running of the business. Having worked tirelessly to get the company to where it is today, the last thing you want is to see it fail as soon as you leave. Similarly, you may be relying on a lucrative business sale to fund your hard-earned retirement.

We will work with you to make a structured succession plan that ensures your business thrives without you, whilst you receive just reward for the time and effort you have injected over the years. This will free up your time to begin planning your lavish retirement as you count down the days until you can finally put your feet up.  

Contact us to find out more

As you can see, there are many reasons why using our financial planning for business owners service would have a significant effect on you and your business. Recent statistics show that the UK has more small businesses than any other country in Europe, and we are passionate about allowing those companies to thrive. With our free initial consultation, this gives you a chance to find out how we can improve your specific situation. Find out more by contacting one of our advisers today.

Client Testimonials

Customer feedback is important to us. Here are some of our recent reviews

[trustindex data-widget-id=80085f2164da99968636120f1ad]

Latest News

Subscribe to our Newsletter