Financial Advice For Business Owners & Executives

We offer expert financial planning for business owners and Fintech leaders – helping you to achieve your  goals

Are you a business owner or Fintech executive? Do you face multiple financial challenges along with your work commitments? The extremely busy nature of your professional life can leave little time for your financial affairs – which is a risk, because such affairs demand careful attention. At Saunderson House, we offer expert financial advice for business owners for this very reason.

The challenges you face don’t have to fit a set profile. For example, you may have complications with the overlap between personal and business finances. Or maybe it is tough to balance risk in your business and investment portfolio(s). No matter if you own a start-up or a more established business, our experts can deliver financing planning for business owners across several areas.

Need specialist financial advice for business owners?

As a business owner, you work hard to develop a successful enterprise. The positive contribution you make is felt by clients, suppliers and employees alike. But why must this be at the expense of the contribution you want to make to yourself and your family? It doesn’t have to be that way – and that’s where Saunderson House can help.

We provide financial advice for small business owners, entrepreneurs and the self-employed. All our services are tailored to your unique set of circumstances and ambitions. Need advice on how best to pass on wealth? Not sure which tax breaks are open to you? Hoping to retire soon? These are just some of the questions with which our team of experts can assist.

A comprehensive approach to meet all your ambitions

Our approach is both holistic and comprehensive. It means that we can support your ambitions in the most appropriate and effective way. When it comes to financial planning for business owners, we have a real depth of knowledge that covers areas such as:

Shares Planning

Have you accumulated shareholdings from various sources – whether moderate or significant? This could be holdings in company share schemes, for example. Thanks to their specialist knowledge, our financial advisers for business owners can analyse your shareholdings. By doing this, we can then help you build the most suitable investment portfolio accordingly.

Tax allowances and efficiencies

Our advice can ensure that you are using all appropriate tax allowances and efficiencies available to you. It can include any relevant tax implications – as well as the efficient disposal of any share entitlements. The ultimate aim from this is to align your wider portfolio and business interests.

Personal or stakeholder pensions for business owners

This aspect covers occupational pension schemes. Are you a member of a scheme to which you or your company contribute? If so, adhering to such schemes and their specific rules are crucial. We can help plan for important matters – such as annual pension allowance, lifetime allowance and the benefits available to your family.

Investment and potential tax benefits for small business owners

Our services can extend to your business finances – as well as personal finances. Your business may benefit from advice around investing surplus cash within your business, employee pension schemes, key person insurance and life cover or other benefits.

Benefits

Understand your wider firm benefits – and how they align with your personal or family financial planning. Life insurance, income protection and critical illness cover are just some examples of this. Through clear comprehension of everything that your firm does for you, you can make sure that you have enough to protect your family – just in case the unexpected should happen.

Planning to exit businesses

We also help with financial planning for business owners who are now planning their departure. It could come after achieving unicorn status, for example; or perhaps you wish to reinvest the profit you made in order to help meet your financial aims. Whatever the reasons for your next move, we can make sure that it is a seamless and profitable one.

Helping you take control of your financial future

Your Saunderson House adviser will work with you to ensure that our financial planning service is tailored for you as a business owner. Doing this means that we can properly understand, develop and execute a strategy in line with your needs. It also allows us to find out your risk appetite and the timescales towards which you wish to work.

This collaboration gives us the knowledge and direction we require to create an investment portfolio that’s appropriate to you. We will then apply the relevant elements of our services in line with your financial needs, too. For instance, it could be planning for retirement, cash-flow planning, and/or advising on how to best use tax allowances.

For more information about our financial planning for business owners, please get in touch.

Why choose Saunderson House?

If you are a small- or large-business owner, you need financial planning and advice that you can trust. Our advisers work in collaboration with you – providing flexibility, convenience, expertise and responsiveness. This gives you the financial clarity you need, as well as the freedom to continue focusing on your business aims.

For us, it all comes down to the client-adviser relationship and the strong bonds that we seek to establish. We have no funds or products of our own to sell. All our advice and recommendations are made with your best interests in mind – and it is all entirely unique to your personal goals.

Our financial advisors for business owners are fully regulated by the Financial Conduct Authority (FCA) and we are proud to hold Corporate Chartered Financial Status. Not only that, but we are a multi-award-winning team – one that you can be sure will provide high-quality support and advice on your financial future.

We are more than happy to set up a complimentary call or meeting with us. Get in touch and we will arrange a date that suits you. There is no obligation – so take that first step with us today.

What We Do

Cash Flow Planning

Estate Planning

Investment Services

Pension Planning & Investment Advice

Non-pension Investing

Contact us

Looking for more details about our financial planning services for business owners? Please get in touch to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your exact needs.

GET IN TOUCH