“Are You a Business Owner, a Director or Do You Run Your Own Professional Practice?”

As a business owner, director or someone who runs their own professional practice, you have the ability to build up your business or take income from it to build up your wealth.

This puts you in a great position – you are able to create the life you want by building up your business or your wealth – or both – to support you and your lifestyle.

A good question to ask yourself is, “How much is enough?”

You may have good income and assets but how will you know when to stop building? What if you stop too late and run out of life or stop too early and run out of money? How much do you need to sell your business for to give you the life you want?

When can you stop doing the things you don’t enjoy and start doing more of what you do enjoy?

That’s where we can help.

“We never get bored of hearing clients tell us that not only have they stopped worrying – but that they’re now sleeping better than they have for a long time.”

Simon Yates

“Create the life you want…”

We often work with business owners, directors and people who run their own professional practices to help them work out their ‘number’ – the amount they’ll need in assets or income to support their lifestyle, safe in the knowledge that they’ll have enough money to fund everything.

Our lifestyle financial planning service can help you to see what your financial picture looks like – both now and in years to come.

With an emphasis on financial products and wealth building, many financial advisers can help you to invest more. But, what if investing more isn’t the answer? What if you already have enough and could spend more now, enjoying your life more?

Taking a step back and answering the question ‘How much is enough?’ may enable you to see choices you didn’t know you had.

Partner with us, and we’ll help you plan your ‘freedom journey’, using our tried-and-proven three step system to create your own bespoke ‘Freedom Map’…

Ready to start the conversation?

Call us on 01928 622328 and let’s have a chat…

Get in Touch

Ready to get started with your own 'Freedom Map'?