Business owner
Work in harmony
Your journey as a business owner has been one of dedication and hard work. Yet, standing at the helm of your business, you also recognise the increasing need for a financial plan.
Whether navigating tax complexities, optimising personal and business cashflow, or maximising retirement funding, having a trusted financial adviser by your side is not just a sensible choice; it will help steer you in the right direction.
Services for business owners
Succession planning
Whether you’re passing on your business to family or shareholders or selling it, we’ll assess your plans and ensure your wealth is protected. We’ll also develop a plan to invest your wealth if you decide to sell.
Tax planning
Tax as a business owner can be difficult to navigate. Luckily, we know the ins and outs. We’ll guide you through complex areas and withdraw money from your business tax-efficiently.
Retirement planning
The road to retirement isn’t a straight one; however, with our help, we’ll get you there without any setbacks. We focus on building your wealth and retirement savings, and we’ll explore the pension options available to you.
The Consolidare approach
Ultimately, what we deliver is a long-term strategy that will see you through the exit of your business and into retirement. We equip you with the confidence to enjoy your life and a clear grasp of your financial position.
Frequently asked questions
Find out the answer to some of our most asked questions. If you can’t find your answer here, then get in touch.
How can I book an initial meeting?
You can use the contact form at the bottom of the page or by email at ben@consolidarewealth.co.uk or call Ben on 07795 565143.
Are you regulated?
Yes, we are regulated by the Financial Conduct Authority. You can view our profile on the FCA Register here.
