Business owners

Running a business means you’ll already have a head full of figures. But how much thought do you give your own financial plans? Are you sure you have everything in place to deliver the future you want for yourself?

Our team of experienced planners will help you take a step back, analyse where you’re going, where you want to be and how you’re going to get there. We’ll survey your current arrangements and help you identify what might need to change for you to achieve the lifestyle you want for yourself and your loved ones.

That could mean working out your exit plan, or how much you need your business to be worth to achieve the lifestyle you desire post-sale.

It could mean working out a strategy to take income from your business more tax-efficiently and boost your pension pot.

Or it could mean putting protection in place to safeguard the results of your hard work for years to come.

We know that as a business owner, your business and your personal plans need to work in harmony which is why we offer a wide scope of business and personal financial planning services.

How we help


A plan

It’s easy to get caught up with day-to-day living and find yourself drifting towards a future you haven’t chosen for yourself. Financial planning can be a welcome chance to assess where you’re heading and whether you want to change course. Our work together will give you the opportunity to pinpoint what you want your future to look like and how you can position your money to obtain it.



Where our analysis suggests investing could help you achieve your goals, we’ll design a portfolio that is aligned to your personal financial goals, and your attitude to risk. Whether you are a cautious investor looking for steady long-term growth or more adventurous and happy to accept a greater level of risk, our Investment Proposition is designed to accommodate your requirements.


Business and personal protection

Build a strategy to protect your business, your wealth and those you love against changes to the business environment as well as changes to your health and ability to earn. We’ll help you access Key Person cover, Shareholder protection and personal life, critical illness and protection among others.


Retirement & pension planning

Will you have enough money to retire when you want? How much will you need to live a comfortable life and achieve all your plans in retirement? Should you retire completely, or keep earning in some capacity? Working with us will give you the answer to your questions and get you on track to a financially secure life beyond work.


Tax planning

We will help you maximise all available, legitimate opportunities to reduce your tax burden. That way, more of your wealth can be put towards saving for the future and living your life to the full.

Hear from our clients

I have been a traditional cash saver for a number of years. With returns being so low I wanted to do something different and was introduced to Jon Bissett who was extremely helpful in explaining my options to me in a really clear and transparent way. He gave me the confidence and information to enable me to make an informed choice and has helped me set up a stocks and shares ISA. The process was very smooth and Jon was on hand throughout to guide me through the process. I received a very helpful, friendly and professional service.

Mr B.

A client since February 2021

My wife and myself were introduced to Jon Bissett, as we needed some advice on pensions. Jon has been a great help on a personal level, giving advice and setting up directors pensions for us. Having Ian Price, our Accountant, at one of the meetings made the whole process seamless. Jon has also advised us on life cover and I am now speaking to him about buy to lets. He is friendly and professional and I have recommended him to other members of my family.

Mr and Mrs T.

Clients since February 2021

“I was introduced to Vanessa as I wanted some advice on pension and investment planning. Vanessa took the time to understand my objectives and explained everything to me in a very clear and professional way. Vanessa is so easy to talk to that I have now introduced my partner to her who usually hates stuff like this! We look forward to developing a long-term relationship with her, especially as she has shown herself to be really conscientious and trustworthy.”

Ms L.

A client since May 2021

Get in touch

Send us a message and a member of our team will respond to your query.