Small businesses are one of the success stories of the UK and are arguably the envy of many other countries.
Because of that apparent success, business owners can be unwilling to engage with financial advisers as they feel that they can make better returns by investing in their own business. Some will profess that ‘their business is their pension’.
Whilst investing in your own business should give better returns than those from a well-diversified investment portfolio, this isn’t a free lunch due to the risk of the business failing.
We aim to help business owners achieve financial independence, i.e. having sufficient resources outside, and separate, from their business so that the client is completely financially secure, and their future can be funded entirely independently from the business.
Death or ill health can hit at any time, and that can devastate not only the client and their family but also the business.
So, financial independence is crucial regardless of the client’s plan for the business as it enables the client to have much greater freedom. Whether they want to retain the business, sell it, or pass it onto their children, there is almost no scenario where acquiring financial independence by building up assets outside the business is a bad idea.
Our aim is to help you work out what your aspirations and goals look like; -thus coming up with that all important strategy to get you there.
If you would benefit from understanding how we can help you achieve the above, then please register to attend the FREE Finance webinar and join our panel of experts on 28th October. We are pleased to announce we are partnering up with Bright Business Advice, Saffrey Champness Accountants and us at Ascot Lloyd, the home of Independent Financial advice. The link to register is :- www.brightbusinessmasterclass.com