Business owners
Align your business finances with your personal goals
No matter what stage your venture has reached, whether you are just starting out, already well-established, or thinking about selling and moving on, there are many advantages to having a long term financial plan.
It may be that you wish to take money out of your business tax-efficiently, create an exit plan or better protect the financial future of your business – whatever your concerns and objectives, our team of experts will create a strategy tailored around your unique business goals and personal aspirations.
How we help
Our corporate financial planning team provide a broad range of services to business owners including pension planning, advice on extracting profits tax-efficiently, and business protection such as Key Person Insurance and Shareholder Protection. Working together, we will help you continue to meet the challenges of a competitive business environment, control your costs, remain competitive, and ensure that your wealth and ability to trade are protected.
We can also guide you through the range of benefit schemes provided by companies to employees. Everything from straightforward life cover to pension arrangements and comprehensive employee benefit schemes play a key role in employee engagement and are increasingly integral to building a successful company. What’s more, we will make the process of implementing these schemes as stress-free as possible.
Our clients often ask us…
How can I achieve my financial goals?
It’s great that you’ve identified your goals. We will help by assessing your current situation – your assets, liabilities, cash flow, investment and tax strategies – and determining which, if any, are on track to help you reach those goals, and where you need to change course if you’re going to get there within the time frame you want.
Can you help me plan my exit strategy?
Exiting a business can mean finding yourself at a crossroads in your life. It can also mean the possibility of significant life changes. We will help you identify your goals for your life beyond the business, and understand what you need to do to achieve a sale to be able to realise them.
Is this estimate for my business right? Am I selling for enough?
We start, not by looking at the figures, but by asking you a few important questions: What do you want to do once the business is sold? What do you want to achieve? What does the next stage of life look like to you? With the help of forecasting technology, we can then illustrate how different decisions and changes to your sale price could impact your ability to achieve those objectives.
Can you help me protect my business?
The right kind of business protection can help you protect your business from threats that could leave you exposed or at risk to loss of income. The protection you require will depend on many different factors. We therefore take the time to understand your business and the particular dangers you are exposed to before building a protection strategy tailored to the full range of your needs.
Find out more about:
Relevant Life Cover, Key Person Insurance & Shareholder Protection
Video library
We've produced the following videos to help you better understand some of the ways we can help business owners.
Contact us
CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357. Registered in England. Registered number is 3224548. Registered office is 10 Lower Thames Street, London, EC3R 6AF. CBW Financial Planning Limited is a related business of CBW 2022 LLP. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
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