We’re the experts at helping you prosper as a business owner

You are a business owner who has worked hard to build a business that provides you with significant income or assets. You feel that now is the right time to focus on your future and long term financial goals.

You may have plans to retire and need to know that you can afford to exit the business if you choose to do so. You would benefit from a trusted advisor who will help you to get clarity on how best to maximise your hard work and secure the future of your dreams.

CONFIDENCE WHEN LOOKING TO EXIT

Using our planning software, we will help you examine different scenarios to make sure you will have enough money to maintain your desired lifestyle, no matter what your next steps are.

YOU MAY HAVE MANY QUESTIONS AND WE CAN HELP YOU EVERY STEP OF THE WAY

HOW MUCH IS MY BUSINESS WORTH?

We challenge you to think about this from a different angle. You should be asking “how much does my business need to be worth in order to support my desired lifestyle?”

WHAT WILL LIFE BE LIKE AFTER THE BUSINESS?

You need to be fully prepared for the transition away from owning your business. You may be faced with a number of important decisions that will each affect your financial future.

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WHAT ARE MY OPTIONS?

When you are looking at a possible exit from your business, it is easy to overlook some of the options you have available to you. We can help to clearly lay out the possible paths ahead of you and provide clarity on your situation.

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WHAT WILL YOU DO WITH THE MONEY?

You may need the money from your sale to provide a long-term income for you and your family or you may be keen to look at your options to invest a lump sum for capital growth. Our Prosper service will help you decide how best to use the capital.

HOW MUCH IS ENOUGH?

This is a key question that so many business owners fail to ask themselves. We can help you to focus on what you want your future to look like and then come up with a clear idea of what you need to sell your business for to make that happen.

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WILL I BE SECURE NO MATTER WHAT?

Using our planning software, we will show you how your finances will look in multiple future scenarios. This will give you the confidence to make the right decisions, safe in the knowledge that you will be financially secure no matter what happens.

PEACE OF MIND INCLUDED

We will manage your investments so that you can sit back and watch your wealth grow, safe in the knowledge that your assets are generating your desired income and your money is being looked after by regulated experts with a proven track record for growth.

 

Introducing our Prosper service.

Our Prosper service has been designed to help you gain complete clarity over your present and future financial positions. Our goal is to help our clients achieve their full potential using our award winning financial planning and wealth management services.

We believe that everyone deserves to live a secure and fulfilled life and this belief is what our Prosper service was built around.

CLARITY

Our Prosper service is designed to help you gain complete clarity over your present and future financial positions. We use our planning software to show you realistic scenarios that illustrate the possible effects that future financial decisions and events might have.

This gives you peace of mind and the confidence to start working towards your future goals.

FOCUS

Once you fully understand where you are now and where you want to be, you will be able to focus on what truly matters to you. We are then able to put together a strategic plan to enable you to make the future you are dreaming about a reality.

By developing a comprehensive Financial Plan, we will enable you to take control of your finances and focus on getting you to your goals as quickly as possible.

FREEDOM

With your Financial Plan in place, you can sit back and relax, safe in the knowledge that your money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.

In managing your investments, we use proven strategies to deliver predictable results with minimum risk.

Click below to learn more about how our Prosper service works for you

OUR PROCESS

The discovery meeting is all about finding out about you. We need to understand what’s important to you, and what your primary goals are for the future.  We ask a series of questions that are designed to get you to focus on what you want from the rest of your life. Our clients find this process extremely valuable and enlightening.

By now you will have received a printed proposal outlining our costs. In the Fact Find meeting we will start a comprehensive data analysis of your current and future spending patterns as well as looking at your current income, expenditures, and looking at details of what assets and liabilities you have.

During this meeting we will run through your financial plan and look at different scenarios and the routes you can take to achieve your goals. Using our planning software you will immediately be able to see the benefits of any products or investments we have recommended. This is a highly collaborative and interactive stage and puts you at the centre of your financial decisions.

Now that we have set out your goals and have a clear financial plan in place to achieve them, we can begin implementing an investment management portfolio or arranging the appropriate financial products. Now you can sit back and relax as we work hard to help you achieve the life you dream of.

See what sets us apart from other advisers...

Start taking control of your future today…

Call us on 01206 919101 or request a call back below